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Merrill Financial Associates Employee Directory

Financial ServicesUtah, United States2-10 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
18

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  • United States Of America
    18

Merrill Financial Associates's Leadership

  • Director Advanced Planning at Merrill Financial Associates
    R. W.
    Director Advanced Planning
    Mobile Phone
  • Manager at Merrill Financial Associates
    K. R.
    Manager
    Mobile Phone
  • Investment Analyst at Merrill Financial Associates
    J. B.
    Investment Analyst
    Mobile Phone
  • Advanced Planning Consultant at Merrill Financial Associates
    M. B.
    Advanced Planning Consultant
    Mobile Phone
  • Advanced Planning Consultant at Merrill Financial Associates
    W. D.
    Advanced Planning Consultant
    Mobile Phone

Merrill Financial Associates Employee Metrics

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

Contact profiles from Merrill Financial Associates

Name
Title
Contact
Location
Last Update
  • Director Advanced Planning at Merrill Financial Associates
    R. W.
    Director Advanced Planning
    Mobile Phone
    Oct 22, 2024
  • Manager at Merrill Financial Associates
    K. R.
    Manager
    Mobile Phone
    Oct 16, 2024
  • Investment Analyst at Merrill Financial Associates
    J. B.
    Investment Analyst
    Mobile Phone
    Jun 27, 2026
  • Advanced Planning Consultant at Merrill Financial Associates
    M. B.
    Advanced Planning Consultant
    Mobile Phone
    Oct 22, 2024
  • Advanced Planning Consultant at Merrill Financial Associates
    W. D.
    Advanced Planning Consultant
    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 and operates in the Financial Services industry. You can contact Merrill Financial Associates's 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 First@merrillfinancialassociates.com. 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 10 employees as of August 2026. These team members are located across 1 continents, including North America.

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

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

  • Director Advanced Planning: R. W.
  • Manager: K. R.
  • Investment Analyst: J. B.
  • Advanced Planning Consultant: M. B.
  • Advanced Planning Consultant: W. D.

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