William Mertz

Branch Operations Specialist / Retirement Plan Services Associate at Pinebrook Wealth Strategies - Houston, TX, us

William Mertz's Colleagues at Pinebrook Wealth Strategies
Olivia Tong

Managing Director, Senior Analyst- Consumer

Contact Olivia Tong

Heather Penrod

Project Manager, Operations Risk & Control

Contact Heather Penrod

View All William Mertz's Colleagues
William Mertz's Contact Details
HQ
N/A
Location
Charlotte Avenue,Nashville,Tennessee,United States
Company
Pinebrook Wealth Strategies
William Mertz's Company Details
Pinebrook Wealth Strategies logo, Pinebrook Wealth Strategies contact details

Pinebrook Wealth Strategies

Houston, TX, us • 5 - 9 Employees
Financial Services

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,400 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.18 trillion (as of 9/30/2021).Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

Financial Services
Details about Pinebrook Wealth Strategies
Frequently Asked Questions about William Mertz
William Mertz currently works for Raymond James.
William Mertz's role at Raymond James is Branch Operations Specialist / Retirement Plan Services Associate.
William Mertz's email address is ***@raymondjames.com. To view William Mertz's full email address, please signup to ConnectPlex.
William Mertz works in the Financial Services industry.
William Mertz's colleagues at Pinebrook Wealth Strategies are Brianna West, Alexa Sanchez, Olivia Tong, Erin Guthrie, Heather Penrod, Dale Skinner, Austin Trapp and others.
William Mertz's phone number is N/A
See more information about William Mertz