We are excited to announce
Emma Gerchberg, Senior Associate has joined Merritt Point Wealth Advisors
Westport, CT HUB - Emma began her career as an Entrepreneurial Venture Researcher at Wavefront Analytics, before shifting her focus to the client experience with front office roles at Fidelity Investments and Grenier Financial.
"Emma's industry experience at some of the nation's largest financial institutions and her passion for client experience makes her a wonderful addition to our firm and an asset to the advisors and clients she will be working with" said Ross Bauer, Founder and COO of Merritt Point Wealth Advisors.
Ms. Gerchberg will support advisors and clients in the Westport, CT hub of Merritt Point where she will concentrate on client service, investment planning and operational support.
As a firm Merritt Point wealth advisors continues to expand its hubs, located in Old Greenwich Connecticut, Westport Connecticut and Manhattan New York. They serve clients in 48 states and manage over 1.7B in client assets.
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