Erik Merkau

Energizer
DISC Type : I

Chief Wealth Advisory Officer at Choreo

Boston, Massachusetts, United States

Overview

Erik Merkau is the Chief Wealth Advisory Officer at Choreo, bringing over 25 years of experience from leadership roles at Edelman Financial Engines, JPMorgan, and Scottrade. He specializes in wealth advisory and client strategy, leading teams to enhance client experiences. He holds a Bachelor of Science from the University of Illinois Chicago.

He has held executive leadership roles at four major financial services firms, including President of Scottrade Investment Management.

Personality Overview

Imaginative

Informal

Full Of Energy

They are friendly, approachable and love to make new connections.  They are not always early adopters but can be pursuaded by leveraging strong relationships. They are really good at seeing what the long-term impacts of their decisions could be.

Topics They Care About

Wealth Advisory
As Chief Wealth Advisory Officer at Choreo, he is responsible for leading the firm's team of wealth advisors and shaping client service strategies.
Client Strategy
Previously served as the Head of Client Strategy and Execution at Edelman Financial Engines, showcasing a focus on optimizing the client journey.
Financial Services Leadership
His career includes executive positions at JPMorgan Securities and Scottrade, demonstrating extensive experience leading large teams in the financial industry.

Media Appearances

Choreo adds Edelman alum Erik Merkau as chief wealth advisory officer. Featured in Investment News

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Choreo Appoints Erik Merkau as Chief Wealth Advisory Officer. Featured in PR Newswire

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Choreo Taps Erik Merkau To Lead National Advisory Teams. Featured in Wealth Solutions Report

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Work History

1-2026
Chief Wealth Advisory Officer at Choreo
5-2022 - 9-2024
Head of Client Strategy and Execution at Edelman Financial Engines
7-2016 - 5-2022
Managing Director at JPMorgan Securities LLC
10-2015 - 7-2016
Executive Vice President at Scottrade, Inc.
2-2014 - 7-2016
President at Scottrade Investment Management

Education

1987 - 1991
BS from University of Illinois Chicago

More Information

Social Presence :

Prographics :

Exp : 32 Location : Boston, Massachusetts, United States Job Level : Leadership Designation : Chief Wealth Advisory Officer at Choreo
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Insights For Selling To Erik

During A Call Or A Meeting

DO's

  • Talk about their team and how your product will help them do things better and easier
  • Talk anecdotally about the customer experience that your product offers
  • Speak enthusiastically with energy, maintain a clear and confident tone

DONT's

  • Don’t push them to make a decision too fast, let them get comfortable first
  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Don’t be too formal, focus on building comfort and trust

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Erik is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Erik

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Erik move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Erik take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Erik

Personality Compatibility


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