Merrick Singer_Temp

Merrick Singer

Client Service Administrator

In his role as a Client Service Administrator, Merrick is responsible for assisting SWP Wealth Advisors in many aspects, including new account openings, processing client paperwork, and cashiering duties. He prides himself on building relationships with clients and providing accurate and responsive service.

Merrick’s interest in investments and the stock market began when he received stock as a 15th birthday gift. His knowledge of the stock market was limited at that time, but the gift spurred him to research the markets. This led him to his passion for working in the financial services industry and helping clients.

Prior to joining the firm, he spent three years at Merrill Lynch, where he served as a Registered Client Associate. He graduated from Indiana University in 2017 with degrees in Economics and Business.

Merrick grew up in Buffalo Grove and currently resides in the River North neighborhood of Chicago. Outside of the office, he enjoys playing basketball, cooking, and enjoying time with friends and family.

Favorite Quote

“Some people want it to happen, some wish it would happen, others make it happen.” – Michael Jordan.

Education

BA in Economics and Business, Indiana University

Vishaal Tummala, CFP®

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Receptionist & Administrative Assistant

Andrew Cohn, C(k)P®, AIF®

Retirement Plan Advisor

Marcie Nach, CFP®

Financial Planner

Gabrielle Wagor

Marketing & Events Strategist

Wendy Sabul-Mintzer

Operations Associate

Mary Berman

Client Service Administrator

Cory Rappaport, CPA

Associate Wealth Advisor

Jill Kaz, CFP®

Financial Planner

Joseph Thompson

Associate Wealth Advisor

Michele Turner

Client Service Administrator

John Mariscalco, CFA®

Associate Wealth Advisor

Toni Bregenzer

Risk and Compliance Manager

Lauren Ross

Manager of Investment Operations

Jenny Jesse

Client Service Administrator

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Lindsay Pflug

Manager of Training & Process Development

Lee Ford

Information Technology Manager

Jaclyn Simon

Co-Manager, Client Service

Adam Rudolph, CFP®

Associate Wealth Advisor

Matthew Cox

Operations Associate

Christina Cartes

Operations Associate

Kathy Klein, CFP®

Wealth Advisor

Brian Wendt

Co-Manager, Client Service