Merritt Jezwinski

About Merritt Jezwinski

I am a Financial Associate with Thrivent serving individuals and businesses in Wisconsin. My goal is to simplify the complicated world of finances and help clients preserve their hard-earned assets. I take a collaborative and comprehensive approach to finances – working together with you so that your finances reflects you, your family, and your life. With a background in the military and as a member of the Army Reserves, I have a special focus on working with active military servicemembers and veterans. I provide tailored financial advice to address the unique needs of those who serve our country. I\'ve given presentations on important topics such as Servicemember Group Life Insurance (SGLI), the Thrift Savings Plan (TSP), and retirement planning.To learn more about how I may be able to help, call me at 92••••••62. When I’m not on the job, I love seeing new places, working my way through every recipe in the family cookbook, and finding the best taco spot in every state.

Experience

1. Finance Associate

   Thrivent

   Jul 2021 — Present

   Tailor financial plans to fit the unique needs of individuals and businesses across Wisconsin.• Guide clients through the maze of financial options, from safeguarding their assets to nurturing growth opportunities.• Provide specialized financial guidance to our nation\'s heroes, ensuring they feel empowered in managing their financial futures.

Education

• University of Wisconsin-Madison

  Bachelor’s Degree, Speech Communication and Rhetoric; Project Management

  2014 — 2018