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Brian Merrick, CFP®, APMA®, CRPC®

Brian Merrick,

Advisory Services General Manager

Since 2000, Brian has helped clients understand, define, and achieve their investment and financial planning goals. With RCA, he helps clients invest their assets over the long-term by building trust-based relationships rooted in collaboration, education, and respect.

Originally from Massachusetts, Brian and his family live in Symmes Township.

Education & Professional

BA in Economics, St. Lawrence University; CERTIFIED FINANCIAL PLANNER professional; Accredited Portfolio Management Advisor professional; Chartered Retirement Planning Counselor professional.