Sam Mortensen

BYU Finance Student | Turning Analysis Into Impact

Role: Financial Analyst at Merrill Financial Associates
Location: Provo, UT, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Sam Mortensen

I’m a junior in the BYU Finance program (GPA 3.96) with a passion for solving complex…

Experience

Financial Analyst
Merrill Financial Associates
Sep 2025 — Present

Contact information

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•••••@merrillfinancialassociates.com
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Current company

Merrill Financial Associates

Financial Services · 11 employees · Founded 1991 · Provo, Utah, United States

Merrill Financial Associates is an independent boutique investment firm with decades of experience. As such, we understand how complex and frightening the world of investing can be for people. Our purpose is to help our clients feel confident about their financial future. Investments are not FDIC-or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser. Review our Terms of Use here:

merrillfinancialassociates.com

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About Sam Mortensen

Experience

Financial Analyst

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