Steve Merrell CFP
About
Steve Merrell CFP is from Monterey, California, United States. Steve is currently Founder/Chief Investment Officer at Monterey Private Wealth. In Steve's previous role as a Portfolio Manager at American Express Financial Advisors, Steve worked in until Feb 2000.
Steve Merrell CFP's contact information is available for free on finalscout.com, a web-based professional networking database with more than 500 million business contacts and 200 million company profiles.
Steve Merrell CFP's current jobs
- Develop wealth management strategies to help my clients prosper despite challenging circumstances. - Teach clients and prospective clients the principles that will help them lead more satisfying and confident financial lives. - Help clients understand how their investments should be structured to best support their financial goals. - Oversee the investments and investment operations. - Explore new and emerging investment opportunities. - Evaluate current investments. - Analyze market developments in light of economic trends. - Structure model portfolios for implementation across accounts.