The Client Services Team at Merriman Wealth Management is dedicated to providing exceptional support and communication to clients, ensuring their needs are met throughout the wealth management process. They assist with account inquiries, facilitate seamless interactions with advisory teams, and help clients navigate complex financial situations, all while fostering strong, lasting relationships that enhance client satisfaction and engagement.
Aneesah Allen
Client Service Associate 2
Jany L.
Client Services Associate
Kathryn Adair
Client Services Associate
Kelcey Daley
Lead Client Service Associate
Nick Sullivan
Client Services Account Specia...
Rebekah Bobb
Client Service Account Special...
Rodslyn Alvarez
Client Services Account Specia...
Scott Rothman
Client Service Manager
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