About Merrick
Merrick works directly with wealth advisors to help deliver exceptional value to clients. His primary focus is on investment management and portfolio construction. He prides himself on building relationships with clients and helping them with all their needs.
Merrick’s interest in investments and the stock market began when he received Nike stock as a birthday gift when he turned 15. His knowledge of the stock market was limited at that time, but the gift spurred him to research the markets. This led him to his passion for working in the financial services industry and helping clients.
Merrick joined Focus Partners Wealth in 2026, having previously worked at Kovitz and Strategic Wealth Partners (SWP). Prior to that, Merrick spent three years at Merrill Lynch, where he served as a registered client associate. He graduated from Indiana University in 2017 with degrees in Economics and Business.
Merrick grew up in Buffalo Grove and currently resides in the West Loop neighborhood of Chicago. Outside of the office he enjoys working out, exploring the Chicago restaurant scene, and spending time with friends and family.
Education and Professional Milestones
-Indiana University – bachelor’s degree in economics and business
Merrick works directly with wealth advisors to help deliver exceptional value to clients. His primary focus is on investment management and portfolio construction. He prides himself on building relationships with clients and helping them with all their needs.
Merrick’s interest in investments and the stock market began when he received Nike stock as a birthday gift when he turned 15. His knowledge of the stock market was limited at that time, but the gift spurred him to research the markets. This led him to his passion for working in the financial services industry and helping clients.
Merrick joined Focus Partners Wealth in 2026, having previously worked at Kovitz and Strategic Wealth Partners (SWP). Prior to that, Merrick spent three years at Merrill Lynch, where he served as a registered client associate. He graduated from Indiana University in 2017 with degrees in Economics and Business.
Merrick grew up in Buffalo Grove and currently resides in the West Loop neighborhood of Chicago. Outside of the office he enjoys working out, exploring the Chicago restaurant scene, and spending time with friends and family.
Education and Professional Milestones
-Indiana University – bachelor’s degree in economics and business