We are beyond grateful for your continued support and trust. At this time, we are proudly able to announce that Merino Wealth is growing! It is truly a pleasure to introduce you to our new team member..
Tim Barth has joined us as our new Paraplanner. He is originally from Northern New Jersey and earned his Bachelor’s Degree in Finance from Purdue University while competing on the Varsity Men’s Swimming and Diving Team. Post college, he worked as a Financial Consultant at Equitable in NYC where he became Series 7 and 66 licensed.
Tim will be joining Jessica in client meetings and will also be responsible for managing client paperwork, placing trades, preparing summary letters, and helping with technical client needs.
Tim is very excited to join the team and help MWM continue to grow. He is looking forward to seeing all that Chicago has to offer, especially cheering on the Cubbies in the bleachers at Wrigley and is excited to be close to West Lafayette.
Our team is very excited to continue to build and grow in a way that elevates the experience of our clients as we help all of you reach your financial responsibilities. We look forward to continuing this journey with our growing leadership team!