LeadIQ logo
Learn more at LeadIQ.com

Merrill Financial Associates Employee Directory

Financial ServicesUtah, United States11-50 Employees

Merrill Financial Associates is an independent boutique financial services firm based in Provo, Utah. It brings decades of experience in investments and focuses on helping clients navigate the complexities of investing and plan for their financial future. The firm operates as an independent advisory practice that serves individual investors with a localized, client-focused approach.
Advisory services are provided through Commonwealth Financial Network, a Registered Investment Adviser. Investments are not insured by FDIC or NCUA and are subject to risks, including possible loss of principal.

Find Merrill Financial Associates employees' phone numbers or email addresses

Merrill Financial Associates Global Highlights

Location
Employees

North America
17

Minus sign iconPlus sign icon
  • United States Of America
    17

Merrill Financial Associates's Leadership

  • Stylized image of a person
    R. L. M.
    Owner/Founder - Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. W.
    Director Advanced Planning
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. R.
    Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. M.
    Investment Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. B.
    Investment Analyst
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. B.
    Fee-Only Fiduciary Financial Advisor At Merrill Financial Associates
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. B.
    Advanced Planning Consultant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. M.
    Sales
    Phone icon
    Mobile Phone

Merrill Financial Associates Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Finance

Contact profiles from Merrill Financial Associates

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. L. M.
    Owner/Founder - Financial Advisor
    Phone icon
    Mobile Phone
    United StatesUtah
    Aug 06, 2024
  • Stylized image of a person
    R. W.
    Director Advanced Planning
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    K. R.
    Manager
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    G. M.
    Investment Advisor
    Phone icon
    Mobile Phone
    United StatesUtah
    Jun 02, 2026
  • Stylized image of a person
    J. B.
    Investment Analyst
    Phone icon
    Mobile Phone
    Mar 27, 2026
  • Stylized image of a person
    B. B.
    Fee-Only Fiduciary Financial Advisor At Merrill Financial Associates
    Phone icon
    Mobile Phone
    United StatesUtah
    May 23, 2025
  • Stylized image of a person
    M. B.
    Advanced Planning Consultant
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    R. M.
    Sales
    Phone icon
    Mobile Phone
    United StatesUtah
    Feb 06, 2025
  • Stylized image of a person
    W. D.
    Advanced Planning Consultant
    Phone icon
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Merrill Financial Associates known for?

Minus sign iconPlus sign iconMerrill 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?

Minus sign iconPlus sign iconMerrill 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?

Minus sign iconPlus sign iconMerrill Financial Associates has approximately 11 employees as of May 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

As of May 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.
  • Investment Analyst: J. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.