Meryl Mathews

Questioner
DISC Type : c

Partner at Harrison LLP

Washington, District of Columbia, United States

Overview

Meryl Mathews is a Partner at Harrison LLP, specializing in crafting precise and practical estate plans. An award-winning attorney, she has been named a "Rising Star" by DC Super Lawyers and a "Top Financial Adviser" by Washingtonian. She earned her J. D. from Florida State University College of Law and began her career in estate planning as an undergraduate.

Clients describe Meryl as having a warm and comforting personality that eases difficult conversations about planning. She is deeply committed to her team and actively serves on the Washington, D. C. Estate Planning Councils Diversity & Inclusion Task Force, where she focuses on student outreach.

Unique fact: Meryl has been repeatedly selected as a Top Financial Adviser by Washingtonian magazine.

Personality Overview

Value Seeker

Systematic

Not Easily Convinced

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They prefer to fully evaluate every situation. It is quite likely of them to ask for pricing or other concessions.

Topics They Care About

Generational Advising
Her professional biography states she aims to serve as a trusted advisor for clients and their families for many generations.
Tax-Efficient Planning
She has presented on topics like "Maximizing After-Tax Proceeds" and has deep expertise in preparing estate and gift tax returns.
Jurisdictional Nuances
She is a frequent speaker on the complexities of estate planning across Washington D. C. , Maryland, and Virginia.

Media Appearances

Meryl has no verified media appearances

Work History

12-2024
Partner at Harrison LLP
12-2024
Attorney at Birchstone Moore LLC
Associate Wealth Strategist, Vice President at U.S. Trust
Attorney at Covington & Burling

Education

2007 - 2010
Doctor of Law (J.D.) from Florida State University College of Law
2003 - 2007
Bachelor of Science (B.S.) from University of Central Florida

More Information

Social Presence :

Prographics :

Exp : 1 Location : Washington, District of Columbia, United States Job Level : Senior Designation : Partner at Harrison LLP
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Insights For Selling To Meryl

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Emphasise more on facts and measurable benefits
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid rushing them, be polite and patient
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Meryl is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Meryl

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Meryl move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Meryl take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Meryl

Personality Compatibility


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