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KARIE MERRITT

Director of Client Services & Experience

EXPERTISE

Creating outstanding first impressions to The Wealth Group. Managing all incoming calls and correspondence to the firm; Investor Access (Raymond James’ client web portal); document management; and client money movements.
 

EDUCATION/DESIGNATIONS

  • BA in Childhood Education from  Concordia University in St. Paul 
  • Notary Public
 

PERSONAL INTERESTS / FAMILY

Karie and her husband Jason have three children: Reese, Callen, and Nolan.  The Merritts stay busy on the weekends by being involved in their church and catching up on activities with the kids.

Some of the things Karie appreciates most are: reading, gardening, enjoying the outdoors, attending her children’s sporting events, a good movie and a great cup of coffee.
 

WHAT BROUGHT YOU TO THE WEALTH GROUP?

“Our family and the Colby’s have been close friends since 2005.  After six years of being a homemaker, the position at The Wealth Group was an opportunity for me to return to the workforce with a business owner I trust and respect.”
 

WORDS OF WISDOM?

“Hardships often prepare ordinary people for an extraordinary destiny.” - C.S. Lewis

 

WHAT DO YOU LIKE ABOUT WORKING AT THE WEALTH GROUP?

“I care most about the people on our team.  There’s a healthy vibe in this office – everyone is here for one another. We all help one another, encourage one another and have fantastic relationships. I am blessed to be in this type of working environment every day. 

Besides the relationships, I savor working for a firm that prides itself on providing excellent service.  In all that we do, we strive to be the best.  I know that when I come to work, I am not expected to work just to get the job done; rather, I am asked to accomplish all things with excellence.”
— Karie