Merritt takes on the dual roles of senior investment associate and office manager here at WestPeak Private Wealth. She began her career in the financial industry in 1982, and spent 11 years working for several financial firms.
In 1993, Merritt relocated to Missoula, Montana, where her financial career was put on hold. She began operating a highway construction business and ran this company successfully for 16 years. But her passion for finance never faded and, longing to return to the financial services industry, she sold her construction company. In 2015, she joined RBC, and continues providing exceptional financial services to her clients to this day.
Merritt primarily grew up in Billings, Montana, but spent many years living in various states throughout the country. Eventually though, she returned to her native state and continues to reside in Missoula. She has three children—Taylor, Seth, and Charlotte—two dogs, and one cat, all of whom are very spoiled. She’s a passionate DIYer, and recently bought a fixer-upper house to give herself plenty of DIY projects to keep her busy on the weekends.
Merritt attended Skyline College in San Bruno, CA. She has received her Series 7 and 66 securities licenses.