Client Service Associate
Merritt is responsible for enhancing all client service processes for Amplius Wealth Advisors. She focuses on delivering superior client service while specializing in all aspects of money movement, account opening, and ongoing account-related inquiries.
Merritt comes to Amplius Wealth Advisors with more than 20 years of operational, accounting, insurance, and customer service experience with both domestic and international companies.
Merritt is a native of the suburban Main Line area where she currently resides with her family.