Luke Merry

Luke Merry Email and Phone Number

Financial Advisor @ Principled Wealth Advisors
Cincinnati, OH, US
Luke Merry's Location
Cincinnati Metropolitan Area, United States, United States
Luke Merry's Contact Details

Luke Merry work email

Luke Merry personal email

About Luke Merry

Luke Merry is a Financial Advisor at Principled Wealth Advisors. He possess expertise in microsoft excel, management, auditing, powerpoint.

Luke Merry's Current Company Details
Principled Wealth Advisors

Principled Wealth Advisors

View
Financial Advisor
Cincinnati, OH, US
Employees:
7
Luke Merry Work Experience Details
  • Principled Wealth Advisors
    Financial Advisor
    Principled Wealth Advisors
    Cincinnati, Oh, Us
  • Principled Wealth Advisors
    Associate Financial Advisor
    Principled Wealth Advisors Jan 2020 - Present
    Covington, Ky, Us
    Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Financial planning services offered through Principled Wealth Advisors are separate and unrelated to Commonwealth. Principled Wealth Advisors,100 E. RiverCenter Blvd, Suite 810 Covington, KY 41011 Phone (859) 957 - 2737. This communication is strictly intended for individuals residing in the state of Colorado, Minnesota, Kentucky, Ohio, & Pennsylvania. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.
  • Principled Wealth Advisors
    Client Account Administrator
    Principled Wealth Advisors Aug 2017 - Dec 2019
    Covington, Ky, Us
  • Fidelity Investments
    High Net Worth Associate
    Fidelity Investments Jan 2016 - Aug 2017
    Boston, Ma, Us
  • Fidelity Investments
    Financial Representative
    Fidelity Investments Jul 2015 - Jan 2016
    Boston, Ma, Us
  • Change A Heart Franciscan Volunteer Program
    Assistant Campus Minister Robert Morris University
    Change A Heart Franciscan Volunteer Program Aug 2014 - May 2015
    • Developed relationships with students at Robert Morris University helping them to overcome difficulties and grow in virtue• Organized and recruited for small groups, events, and conferences • Fundraised salary by building relationships with donors and personally asking them to support my vision
  • Edward Jones
    Financial Advisor Branch Intern
    Edward Jones Jun 2013 - Aug 2013
    St. Louis, Mo, Us
  • Exel Logistics
    Tax Accounting Intern
    Exel Logistics May 2012 - Aug 2012
  • Franciscan U Athletic Department
    Assistant Manager
    Franciscan U Athletic Department Feb 2011 - May 2011

Luke Merry Skills

Microsoft Excel Management Auditing Powerpoint

Luke Merry Education Details

  • Franciscan University Of Steubenville
    Franciscan University Of Steubenville
    Business Administration & Finance
  • Big Walnut High School
    Big Walnut High School
    Honors Diploma

Frequently Asked Questions about Luke Merry

What company does Luke Merry work for?

Luke Merry works for Principled Wealth Advisors

What is Luke Merry's role at the current company?

Luke Merry's current role is Financial Advisor.

What is Luke Merry's email address?

Luke Merry's email address is lu****@****hoo.com

What schools did Luke Merry attend?

Luke Merry attended Franciscan University Of Steubenville, Big Walnut High School.

What skills is Luke Merry known for?

Luke Merry has skills like Microsoft Excel, Management, Auditing, Powerpoint.

Who are Luke Merry's colleagues?

Luke Merry's colleagues are Jereme Ransick, Aif®, Cfp®, Tiffany Holt, Zachary Stacy, Angela Neville.

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