Kendall Kane
Senior Client Service Manager - Merit Financial Advisors
- Role
- Senior Client Service Manager at Merit Financial Advisors
- Location
- Sheboygan Falls, WI, US
- LinkedIn followers
- 500 followers
About Kendall Kane
Assists the financial advisors in online account opening, online account access, product…
Experience
Senior Client Service Manager
Aug 2022 — Present
Merit is a retirement planning firm that seeks to establish, educate, and satisfy the financial goals of individuals in and approaching retirement.Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser.Merit exists to enrich the lives of those we serve. Our mission is to revolutionize the client experience by building the RIA of the future. As your trusted financial partner, we support you throughlife’s challenges, transitions, and victories. Merit is an awardwinning wealth management firm providing comprehensive financial planning, investment, and wealth management services. Our relationship-based culture is built on integrity, respect, and core values. Headquartered in Atlanta, GA, with offices nationwide, we are dedicated to serving you and your loved ones. Recognized by Forbes and Barron’s, we relentlessly align your long-term goals with innovative financial strategies to build your tomorrow, together.For a list of states in which the financial consultants affiliated with Merit are registered to do business, please visit:
Education
Lakeland University
Bachelor of Arts, Resort Management
2004 — 2009
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