Erold Merko
You shouldn’t have to worry about your future while you help others launch theirs | Retirement planning for teachers & entrepreneurs @ Tenured Wealth Management of Raymond James
- Role
- Senior Vice President, Wealth Management at Tenured Wealth Management at Raymond James
- Location
- Farmington Hills, MI, US
- LinkedIn followers
- 500 followers
About Erold Merko
A lot of people don’t understand how demanding it is to be a teacher or a business owner.Wouldn’t it be nice to work with a retirement planner who did?As the husband of a teacher and the son of two Albanian educators, and as one of the co-founders of Tenured Wealth Management, I couldn’t agree with you more!In fact, that\'s why I became a Chartered Retirement Planning Counselor® — so educators and entrepreneurs like you would have the support and expertise you need to feel confident in your retirement.It’s not just your dedication to students, customers, and clients that sets you apart. You also have a unique set of questions you need answered, like how to maximize contributions to your 403(b) plan while determining which payout option will make the most sense for your pension.That’s why William, Sam, and I started Tenured Wealth Management. We know how much time and effort goes into inspiring those aha moments you deliver every day, and we want you to be able to focus on helping people create a brighter future without having to worry about your own.If you’re ready to start working with a team that shares your passion for transforming lives, send me a DM or email or give me a call, and we can talk about the ways we can help:E••••••••@RaymondJames.com(24••••••07If now’s not the right time but you’d like to keep learning more, send me a connection request. You can also follow our blog on the Tenured Wealth Management website:
Experience
Senior Vice President, Wealth Management at Tenured Wealth Management
Sep 2021 — Present · Farmington Hills, MI, US
Collaborate with retired couples and individuals and those nearingretirement to provide sound retirement income planning and riskmanagement— Work hand-in-hand with next-generation clients to create unique financialplans that allow them to navigate the competing financial goals they may befacing, including saving for retirement and their children\'s education whilemanaging a career or running a business and paying down debt.Raymond James financial advisors may only conduct business withresidents of the states and/or jurisdictions for which theyare properly registered. Therefore, a response to a requestfor information may be delayed. Please note that not allof the investments and services mentioned are availablein every state. Investors outside of the United States aresubject to securities and tax regulations within theirapplicable jurisdictions that are not addressed on this site.Contact your local Raymond James office for informationand availability. Please follow this link to additionaldisclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc, Member New York Stock Exchange/SIPC
Education
Walsh College
Business Administration, Finance
2002 — 2005
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