Merit | Denver Location
Contact
Phone: 303.996.6514
Fax: 720.634.2646
Location
1999 Broadway
Suite 1415
Denver, CO 80202
Services Offered
- Financial Planning
- Wealth Enhancement
- Wealth Transfer
- Estate Planning
- Estate Administration
- Tax planning/strategies
- Retirement Planning
- Life Transitions
- Charitable Giving
- Risk Management
- Wealth Protection
- Insurance gap analysis
- Investment Management
- Portfolio Performance Analysis
- Risk tolerance
- Asset Allocation
- Withdrawal Strategies
- Concentrated stock divestiture strategies
- Comprehensive investment analysis
- Concierge Services which Include:
- Coordination with Other Professionals
- Proactive Family Meetings
- Retirement Services for Employers
Our Team
Robert Alexandrovic
Managing Partner, Wealth Manager
Robert Alexandrovic
CFP®, CFA
Managing Partner, Wealth Manager
Benjamin Michalski
Wealth Manager
Benjamin Michalski
Wealth Manager
Ben Michalski got started in the investment management industry in January of 2012 after receiving a BS in Finance from the University of Wisconsin Milwaukee. After 2.5 years with Edward Jones, he felt the mountains calling and decided to relocate to Denver in September of 2014. While in Colorado, Ben built upon this foundation working as a mutual fund wholesaler with Transamerica for 5 years. When not at work, Ben enjoys snowboarding, camping, playing guitar, and cooking.
Ashley Shaw
Client Development Manager
Rebekah Suttle
Client Service Manager
Rebekah Suttle
Client Service Manager
Rebekah attended college at Arkansas Tech University and studied business and finance. Post-college, Rebekah worked in merchandising as a buyer and replenishment manager where she learned skills to manage her staff, handle multiple ongoing tasks and efficient and clear communication with vendors and clients. Rebekah’s financial experience began with LPL in 2014 working as a Branch Operations Manager and bookkeeper. She was responsible for the onboarding of new advisors and their bookkeeping requirements. After working with several financial advisors who required a variety of administrative skills, Rebekah accepted a position with our team as an Advisor Assistant. Her experience, positive attitude and administrative skills have made her an invaluable part of the team at Merit Financial Advisors.
Rebekah has three children, three grandchildren and a Corgi named Bentley. Her hobbies include horseback riding, kayaking, camping and cooking.
Ready to discuss your financial future?
Schedule a free consultation with one of our Wealth Managers today.