Erold Merko, AIF®, CRPC® in

Erold Merko, AIF®, CRPC®

Critic · DISC type C
Senior Vice President, Wealth Management at Tenured Wealth Management at Raymond James
📍 Farmington Hills, Michigan, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

Login to view overviewLogin to view overview
Experience
21 Years
Current Role
Senior Vice President, Wealth Management at Tenured Wealth Management
Job Level
Leadership
Location
Farmington Hills, Michigan, United States
Personality Overview

How Erold shows up

Precise
Objective Thinker
ROI Driven

They like to take decisions independently and do not seek others' support often. They prefer to analyze logically and value objective facts over emotions. They don’t appreciate bells and whistles unless backed by data.

Priorities

Topics Erold cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
Career

Work history

9-2021
Senior Vice President, Wealth Management at Tenured Wealth Management
Raymond James
6-2012 - 8-2021
Senior Wealth Management Advisor
TIAA
11-2011 - 6-2012
Director of Managed Accounts
Freedom One/Cap Trust
10-2008 - 11-2011
Retirement Consultant
Freedom One/Cap Trust
5-2007 - 10-2008
Financial Advisor
Wachovia Securities
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
2002 - 2005
Business Administration
Walsh College
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

Other Raymond James Employees

Explore more public profiles from related professionals.

Glenda Suchy, CFP®, CRPC®
Glenda Suchy, CFP®, CRPC®
Managing Director, Senior Vice President, Investments-The Suchy Team of Raymond James & Associates
Raymond James
BG
Beth Green, CFP® CPFA®
Financial Advisor
Raymond James
 Jonathan Haley
Jonathan Haley
Managing Director
Raymond James
 Vathsalya Sangam
Vathsalya Sangam
Lead Software Engineer
Raymond James

More profiles

Discover additional public profiles from our index.

AC
Aimee Carter
Vice President, Member Services & Business Development
Distilled Spirits Council of the United States
 Carmen Tiffany
Carmen Tiffany
Owner
Brite Design Studio
 Jessica Hotson
Jessica Hotson
VP, Creative
Indigo
 Becky Ostendorf
Becky Ostendorf
Director of Higher Edicational Partnerships
The Princeton Review
Unlock the full playbookSee exactly how to sell to Erold. Free, 10 seconds.