Erold Merko, AIF®, CRPC® in

Erold Merko, AIF®, CRPC®

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Senior Vice President, Wealth Management at Tenured Wealth Management at Raymond James
📍 Farmington Hills, Michigan, United States

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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

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Erold cares about

Strategic Priorities
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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.
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Education
2002 - 2005
Business Administration
Walsh College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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