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

John Mariscalco, CFA®

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Christina Cartes

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Jill Kaz, CFP®

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Lee Ford

Information Technology Manager

Wendy Sabul-Mintzer

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Gabrielle Wagor

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Mary Berman

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Matthew Cox

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Michele Turner

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Vishaal Tummala, CFP®

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Jaclyn Simon

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Marcie Nach, CFP®

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Kathy Klein, CFP®

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Justin Truong

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Cory Rappaport, CPA

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Adam Rudolph, CFP®

Associate Wealth Advisor

Joseph Thompson

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Lindsay Pflug

Manager of Training & Process Development

Lauren Ross

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Brian Wendt

Co-Manager, Client Service

Jessica Pickens

Chief Operating Officer