3
Total investments
0
Early stage
1
Mid stage
0
Late stage
16y
Years active
Portfolio
3 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Senior Vice President - Investments
Mar 2023
Merritt Point Wealth Advisors is a new age wealth management practice striving to define the standard of modern investing. As an independent practice, we specialize in providing today’s modern investors with an all-encompassing, client-centric approach to wealth and investment management. Our team of financial advisors deploys more than 85 years of combined investment experience, guiding clients through the complexities of wealth management. Merritt Point Wealth Advisors is located in Old Greenwich, Connecticut, and serves affluent investors across the country.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Merritt Point Wealth Advisors is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social.
This information is intended for use only by residents of AL, AZ, CA, CO, CT, DE, FL, GA, IL, KY, LA, MA, MD, MN, MO, MT, NC, NH, NJ, NV, NY, OH, PA, SC, SD, TN, TX, VA, VT, WA, WY. [CAR-0222-01109]
H
Board Member
Sep 2013
Non-Profit organization for teaching, training, church planting consultation. Working in 13 countries.
First Vice President - Investments, Financial Advisor
Nov 2010
With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St. Louis.
At the end of the day, we help our clients succeed financially. For us – our Financial Advisors and thousands of other team members – its a commitment. Its about honoring our relationship with clients and being fully invested in their success.
Investors’ needs are more complex now than at any time in history. There are the usual concerns that investors can plan for, but there are also those events when life happens. That’s why investors are increasingly looking for advice they can trust from a financial services firm which has experience and expertise, and an uncompromising dedication to its clients. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent our views. Additional guidelines can be found on wfa.com/social.
Investment and Insurance Products are:
* Not Insured by the FDIC or Any Federal Government Agency
* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
* Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Wells Fargo recognizes and values the diversity of its employees, customers and business partners. EOE, M/F/D/V.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.
© 2021 - 2025 Wells Fargo Clearing Services, LLC. All rights reserved. PM-09182026-6068127.2.1
Wells Fargo Investment Institute, Inc. (WFII) is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.
Experience · 3 entries
All (3)
Investments (3)
Board (1)
2023
Senior Vice President - Investments
Mar 2023
Merritt Point Wealth Advisors is a new age wealth management practice striving to define the standard of modern investing. As an independent practice, we specialize in providing today’s modern investors with an all-encompassing, client-centric approach to wealth and investment management. Our team of financial advisors deploys more than 85 years of combined investment experience, guiding clients through the complexities of wealth management. Merritt Point Wealth Advisors is located in Old Greenwich, Connecticut, and serves affluent investors across the country.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Merritt Point Wealth Advisors is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social.
This information is intended for use only by residents of AL, AZ, CA, CO, CT, DE, FL, GA, IL, KY, LA, MA, MD, MN, MO, MT, NC, NH, NJ, NV, NY, OH, PA, SC, SD, TN, TX, VA, VT, WA, WY. [CAR-0222-01109]
2013
H
Board Member
Sep 2013
Non-Profit organization for teaching, training, church planting consultation. Working in 13 countries.
2010
First Vice President - Investments, Financial Advisor
Nov 2010
With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St. Louis.
At the end of the day, we help our clients succeed financially. For us – our Financial Advisors and thousands of other team members – its a commitment. Its about honoring our relationship with clients and being fully invested in their success.
Investors’ needs are more complex now than at any time in history. There are the usual concerns that investors can plan for, but there are also those events when life happens. That’s why investors are increasingly looking for advice they can trust from a financial services firm which has experience and expertise, and an uncompromising dedication to its clients. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent our views. Additional guidelines can be found on wfa.com/social.
Investment and Insurance Products are:
* Not Insured by the FDIC or Any Federal Government Agency
* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
* Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Wells Fargo recognizes and values the diversity of its employees, customers and business partners. EOE, M/F/D/V.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.
© 2021 - 2025 Wells Fargo Clearing Services, LLC. All rights reserved. PM-09182026-6068127.2.1
Wells Fargo Investment Institute, Inc. (WFII) is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.
Investment activity
2010–2023 · 3 investments
Recent (last 2 years)Earlier
