Luke Merry Email and Phone Number
Luke Merry work email
- Valid
Luke Merry personal email
- Valid
Luke Merry is a Financial Advisor at Principled Wealth Advisors. He possess expertise in microsoft excel, management, auditing, powerpoint.
Principled Wealth Advisors
View- Website:
- principledwealth.net
- Employees:
- 7
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Financial AdvisorPrincipled Wealth AdvisorsCincinnati, Oh, Us -
Associate Financial AdvisorPrincipled Wealth Advisors Jan 2020 - PresentCovington, Ky, UsSecurities 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. -
Client Account AdministratorPrincipled Wealth Advisors Aug 2017 - Dec 2019Covington, Ky, Us -
High Net Worth AssociateFidelity Investments Jan 2016 - Aug 2017Boston, Ma, Us -
Financial RepresentativeFidelity Investments Jul 2015 - Jan 2016Boston, Ma, Us -
Assistant Campus Minister Robert Morris UniversityChange 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
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Financial Advisor Branch InternEdward Jones Jun 2013 - Aug 2013St. Louis, Mo, Us -
Tax Accounting InternExel Logistics May 2012 - Aug 2012
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Assistant ManagerFranciscan U Athletic Department Feb 2011 - May 2011
Luke Merry Skills
Luke Merry Education Details
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Franciscan University Of SteubenvilleBusiness Administration & Finance -
Big Walnut High SchoolHonors 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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