February Value of the Month Winner – Merrick Singer

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February Value of the Month Winner – Merrick Singer

March 12, 2021

At Strategic Wealth Partners, we believe that excellence starts with our commitment to our clients. Each month we will be focusing on one of our values and recognizing a team member who embodies that value.IMG_3121

Our value of the month in February was “be curious.” We know that being curious leads to thoughtful outcomes by helping to define the direction of a situation, leading to discovering solutions, and thinking of new ways of accomplishing a goal. By being curious and asking questions to clients, it is the easiest way to understand their situation so we can provide the best service. We are proud to recognize Merrick Singer, Client Service Administrator, as the “be curious” value of the month winner.  In his role, Merrick works with our advisors in many different aspects that include opening new accounts, processing client paperwork, and cashiering.

Merrick is curious every day, whether he is asking a question to an advisor about the business or when speaking with a client about their personal situation.  He is always happy to help and goes about each day with an enthusiastic attitude.

Outside of the office, Merrick enjoys playing basketball, cooking, and enjoying time with friends and family.

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This article contains general information that is not suitable for everyone. The information contained herein should not be constructed as personalized investment advice. Reading or utilizing this information does not create an advisory relationship. An advisory relationship can be established only after the following two events have been completed (1) our thorough review with you of all the relevant facts pertaining to a potential engagement; and (2) the execution of a Client Advisory Agreement. There is no guarantee that the views and opinions expressed in this article will come to pass.

Strategic Wealth Partners (‘SWP’) is an SEC registered investment advisor with its principal place of business in the State of Illinois. The brochure is limited to the dissemination of general information pertaining to its investment advisory services, views on the market, and investment philosophy. Any subsequent, direct communication by SWP with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of SWP, please contact SWP or refer to the Investment Advisor Public Disclosure website (http://www.adviserinfo.sec.gov).

For additional information about SWP, including fees and services, send for our disclosure brochure and Client Relationship Summary as set forth on Form ADV from SWP using the contact information herein. Please read the disclosure brochure carefully before you invest or send money (http://www.stratwealth.com/disclosure-statement).

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