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Steve Merrell - Email & Phone Number

Co-Founder/Chief Investment Officer at Monterey Private Wealth, Inc.

Steve Merrell is based out of Monterey, California, United States and works at Monterey Private Wealth, Inc. as Co-Founder/Chief Investment Officer.

Steve Merrell's Contact Information

Steve Merrell's Work email
s*****@monter***.com
Valid
Latest update
June 9, 2026
Location
Monterey, California, United States

Steve's current employer

Monterey Private Wealth, Inc. logo

Monterey Private Wealth, Inc.

Description
Website
montereyprivatewealth.com
HQ Location
Monterey, CA, United States
Number of employees
11-50
Industry
Financial Services
Latest update
May 1, 2024
Read about Monterey Private Wealth, Inc.

Frequent questions about Steve Merrell

What company is Steve Merrell working for?
Steve Merrell works for Monterey Private Wealth, Inc..
What is Steve Merrell's function at Monterey Private Wealth, Inc.?
Steve Merrell is Co-Founder/Chief Investment Officer at Monterey Private Wealth, Inc..
Where is Steve Merrell based?
Steve Merrell is based out of Monterey, California, United States.
What is Steve Merrell's work email address?
Steve Merrell's professional email address is s*****@monter***.com
Who are Steve Merrell's co-workers?
Steve Merrell's colleagues are Gary Alt, Julie Roth, Mark Kooiman, Hannah Rogge, Ken Petersen, Hannah Fortunato, Zach Harney, Spencer Lloyd.
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Steve's co-workers

Gary Alt avatar
Gary Alt
Co-founder and Chief Financial Officer
Julie Roth avatar
Julie Roth
Wealth Manager
Mark Kooiman avatar
Mark Kooiman
Sr. Wealth Manager
Hannah Rogge avatar
Hannah Rogge
Advisor
Ken Petersen avatar
Ken Petersen
Partner
Hannah Fortunato avatar
Hannah Fortunato
Advisor Support/Operations Assistant
Zach Harney avatar
Zach Harney
Financial Advisor
Spencer Lloyd avatar
Spencer Lloyd
Financial Advisor
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