Merit Wealth Management

Merit Wealth Management is a boutique franchise of Ameriprise, offering bespoke financial planning services to our clients. We develop robust financial strategies to help you pursue your goals, starting today in order to plan for your dreams for tomorrow.

We’ve built a team of seasoned staff professionals to keep everything running smoothly, while Doug, Tim, Sandeep and Clifford focus on the big picture strategies and personalized service offerings that help our clients feel more confidence to make informed decisions.


Advisors

Sandeep Madhavan

Sandeep Madhavan

Private Wealth Advisor

Visit Sandeep Madhavan's website
Clifford Breeden

Clifford Breeden

Financial Advisor

Visit Clifford Breeden's website
Doug Peterson

Doug Peterson

Financial Advisor

Visit Doug Peterson's website
Timothy S Blevins

Timothy S Blevins

Financial Advisor

Visit Timothy S Blevins's website

Team

Dana Madhavan

Dana Madhavan

Business Development Manager

Courtney Krol

Courtney Krol

Operations Manager

Gina Compton

Gina Compton

Client Relationship Manager