Merrill Financial Associates Employee Directory

Q: What is Merrill Financial Associates known for?

Merrill Financial Associates was founded in 1991. Merrill Financial Associates operates in the Financial Services industry.

Q: How many employees does Merrill Financial Associates have currently?

Merrill Financial Associates has approximately 12 employees.

Financial ServicesUtah, United States11-50 Employees

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

Find Merrill Financial Associates employees' phone numbers or email addresses

Merrill Financial Associates Global Highlights

North America
17

United States Of America
17

Merrill Financial Associates's Leadership

R. L. M.
Owner/Founder - Financial Advisor
Mobile Phone
Email
R. W.
Director Advanced Planning
Mobile Phone
Email
K. R.
Manager
Mobile Phone
Email
G. M.
Investment Advisor
Mobile Phone
Email
B. B.
Fee-Only Fiduciary Financial Advisor At Merrill Financial Associates
Mobile Phone
Email
M. B.
Advanced Planning Consultant
Mobile Phone
Email
R. M.
Sales
Mobile Phone
Email
W. D.
Advanced Planning Consultant
Mobile Phone
Email

Merrill Financial Associates Employee Metrics

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50%

0%

2026

2025

Banking
Community & Social Services
Accounting
Administrative
Analytics
Other

Contact profiles from Merrill Financial Associates

Name

Title

Contact Info

Location

Last Update

R. L. M.
Owner/Founder - Financial Advisor
Mobile Phone
Email
United StatesUtah
Aug 06, 2024
R. W.
Director Advanced Planning
Mobile Phone
Email
Oct 22, 2024
K. R.
Manager
Mobile Phone
Email
Oct 16, 2024
G. M.
Investment Advisor
Mobile Phone
Email
United StatesUtah
Aug 12, 2025
B. B.
Fee-Only Fiduciary Financial Advisor At Merrill Financial Associates
Mobile Phone
Email
United StatesUtah
May 23, 2025
M. B.
Advanced Planning Consultant
Mobile Phone
Email
Oct 22, 2024
R. M.
Sales
Mobile Phone
Email
United StatesUtah
Feb 06, 2025
W. D.
Advanced Planning Consultant
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Merrill Financial Associates known for?

Merrill Financial Associates was founded in 1991 operates in the Financial Services industry. The company's main headquarters is located in 3549 North University Avenue Suite 175 Provo, Utah 84604 United States; you can contact the main corporate office by phone at

+1-801-356-****

. Explore Merrill Financial Associates's company overview page for more information.

What is Merrill Financial Associates's most common email format?

Merrill Financial Associates employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Merrill Financial Associates email formats with LeadIQ.

How many employees does Merrill Financial Associates have currently?

Merrill Financial Associates has approximately 12 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Merrill Financial Associates's key employees and leadership?

As of February 2026, Merrill Financial Associates's key employees include:

Owner/Founder - Financial Advisor: R. L. M.
Director Advanced Planning: R. W.
Manager: K. R.
Investment Advisor: G. M.
Fee-Only Fiduciary Financial Advisor At Merrill Financial Associates: B. B.

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