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Merrill Financial Associates jobs and careers

Provo, UT, United States

About Merrill Financial Associates

Merrill Financial Associates is an independent boutique investment firm with decades of experience. As such, we understand how complex and frightening the world of investing can be for people. Our purpose is to help our clients feel confident about their financial future. Investments are not FDIC-or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser. Review our Terms of Use here: www.commonwealth.com/termsofuse.html

Founded in 1991 by Roger L. Merrill.

Founded
1991
Employees
11 to 50
Headquarters
Provo

Leadership

The top of Merrill Financial Associates's org chart, with how many people report into each leader.

RM

Roger L. Merrill

Owner/Founder

6 reports

JT

Jacob Talbot

Wealth Management Intern

TAPhoto of Treven Anderson

Treven Anderson

Associate Financial Advisor

SMPhoto of Sam Mortensen

Sam Mortensen

Investment Strategy Analyst

LLPhoto of Luke Larimer

Luke Larimer

Investment Analyst

GMPhoto of Greg Merrill

Greg Merrill

Investment Advisor

BB

Benson Blake

Fee-Only Fiduciary Financial Advisor at Merrill Financial Associates

Jobs at Merrill Financial Associates

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