Steve Merrell, Cfp®
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Steve Merrell, Cfp® Email & Phone Number

Co-Founder/Chief Investment Officer at Monterey Private Wealth, Inc.
Location: Monterey, California, United States 1 work role
2 work emails found @willowridgecapital.com 2 phones found area 831 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 2 work emails · 2 phones

Work email s****@willowridgecapital.com
Direct phone (831) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Monterey Private Wealth, Inc.
Role
Co-Founder/Chief Investment Officer
Location
Monterey, California, United States
Company size
5 employees

Who is Steve Merrell, Cfp®? Overview

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Quick answer

Steve Merrell, Cfp® is listed as Co-Founder/Chief Investment Officer at Monterey Private Wealth, Inc., a with 5 employees, based in Monterey, California, United States. AeroLeads shows a work email signal at willowridgecapital.com, phone signal with area code 831, and a matched LinkedIn profile for Steve Merrell, Cfp®.

Company email context

Email format at Monterey Private Wealth, Inc.

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*@willowridgecapital.com
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AeroLeads found 2 current-domain work email signals for Steve Merrell, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Steve Merrell, Cfp®

Steve Merrell, Cfp® is a Co-Founder/Chief Investment Officer at Monterey Private Wealth, Inc.. He possess expertise in wealth management, financial planning, investments, asset allocation, portfolio management and 11 more skills. He is proficient in German. Colleagues describe him as "Steve is great to work with. He is personable, thoughtful, disciplined and well reasoned. Always great to talk and counsel with."

Listed skills include Wealth Management, Financial Planning, Investments, Asset Allocation, and 12 others.

Current workplace

Steve Merrell, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Monterey Private Wealth, Inc.
Monterey Private Wealth, Inc.
Co-Founder/Chief Investment Officer
Monterey, CA, US
Website
montereyprivatewealth.com
Employees
5
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Company profile
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1 role

Steve Merrell, Cfp® work experience

A career timeline built from the work history available for this profile.

Team & coworkers

Colleagues at Monterey Private Wealth, Inc.

Other employees you can reach at montereyprivatewealth.com. View company contacts for 5 employees →

MK Mark Kooiman, Cfp®, Aif®, Cpfa Mark Kooiman, Cfp®, Aif®, Cpfa Colleague at Monterey Private Wealth, Inc.Monterey, California, United States View → HF Hannah Fortunato Hannah Fortunato Colleague at Monterey Private Wealth, Inc.Culpeper, Virginia, United States View → ZH Zach Harney, Cfp®, Cima®, Aif® Zach Harney, Cfp®, Cima®, Aif® Colleague at Monterey Private Wealth, Inc.Monterey, California, United States View → GA Gary Alt, Aif®, Cfp® Gary Alt, Aif®, Cfp® Colleague at Monterey Private Wealth, Inc.San Francisco Bay Area, United States View → JO Julie Olson Roth, Cfp®, Aif®, Cima® Julie Olson Roth, Cfp®, Aif®, Cima® Colleague at Monterey Private Wealth, Inc.Monterey, California, United States View → HR Hannah Rogge, Aif®, Cfp®, Cima® Hannah Rogge, Aif®, Cfp®, Cima® Colleague at Monterey Private Wealth, Inc.Monterey, California, United States View → CC Cristofer Cabanillas, Cfp® , Cima® , Aif® Cristofer Cabanillas, Cfp® , Cima® , Aif® Colleague at Monterey Private Wealth, Inc.Monterey, California, United States View → TO Treygon Oler Treygon Oler Colleague at Monterey Private Wealth, Inc.Monterey, California, United States View → KP Ken Petersen Ken Petersen Colleague at Monterey Private Wealth, Inc.Monterey, California, United States View → AC Anne Campbell-Hepfl Anne Campbell-Hepfl Colleague at Monterey Private Wealth, Inc.Salinas, California, United States View →
FAQ

Frequently asked questions about Steve Merrell, Cfp®

Quick answers generated from the profile data available on this page.

What company does Steve Merrell, Cfp® work for?

Steve Merrell, Cfp® works for Monterey Private Wealth, Inc..

What is Steve Merrell, Cfp®'s role at Monterey Private Wealth, Inc.?

Steve Merrell, Cfp® is listed as Co-Founder/Chief Investment Officer at Monterey Private Wealth, Inc..

What is Steve Merrell, Cfp®'s email address?

AeroLeads has found 2 work email signals at @willowridgecapital.com for Steve Merrell, Cfp® at Monterey Private Wealth, Inc..

What is Steve Merrell, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 831 for Steve Merrell, Cfp® at Monterey Private Wealth, Inc..

Where is Steve Merrell, Cfp® based?

Steve Merrell, Cfp® is based in Monterey, California, United States while working with Monterey Private Wealth, Inc..

What companies has Steve Merrell, Cfp® worked for?

Steve Merrell, Cfp® has worked for Monterey Private Wealth, Inc..

Who are Steve Merrell, Cfp®'s colleagues at Monterey Private Wealth, Inc.?

Steve Merrell, Cfp®'s colleagues at Monterey Private Wealth, Inc. include Mark Kooiman, Cfp®, Aif®, Cpfa, Hannah Fortunato, Zach Harney, Cfp®, Cima®, Aif®, Gary Alt, Aif®, Cfp®, and Julie Olson Roth, Cfp®, Aif®, Cima®.

How can I contact Steve Merrell, Cfp®?

You can use AeroLeads to view verified contact signals for Steve Merrell, Cfp® at Monterey Private Wealth, Inc., including work email, phone, and LinkedIn data when available.

What skills is Steve Merrell, Cfp® known for?

Steve Merrell, Cfp® is listed with skills including Wealth Management, Financial Planning, Investments, Asset Allocation, Portfolio Management, Asset Managment, Equities, and Mutual Funds.

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