Merritt Point Wealth Advisors Overview
Contact top employees from
Merritt Point Wealth Advisors
Summary
Merritt Point Wealth Advisors is a new age wealth management practice striving to define the standard of modern investing. As an independent practice, we specialize in providing today’s modern investo...Show more
Merritt Point Wealth Advisors industries
Financial Services
Headquarters Location
Merritt Point Wealth Advisors Employees Size
10-50 employees
Founded
2019
Contact Merritt Point Wealth Advisors
Organization Website
Social Links
Phone Number
2033442400
Merritt Point Wealth Advisors Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1999 | Privately Held | 25 - 100 | 3.8M | $0 | |
| - | Privately Held | 10-50 | - | $- | |
| - | - | 10-50 | - | $- |
Merritt Point Wealth Advisors Employees Turnover 2 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Number of employees by department
Total number all of employee turnover
Ex-employees positions
In Company
In New Company
Contact top employees from
Merritt Point Wealth Advisors
Beth Cutler
President, Founder
Anthony DAmbrosio
Director, Partner, Wealth Advisor, PIM Portfolio Manager
Michelle DAmbrosio
Senior Associate, Team Administrator
Ross Bauer
Founder, COO
Dan Dodderidge
Senior Vice President - Investments
Ingrid Dikmen
Senior Vice President Investments
Rob Schaefer
Senior Wealth Planning Strategist
Sheila Spicehandler
Senior Vice President
Dee Lawrence
Vice President
Jason Andrews
CEO, Founder
Katherine Welch
Senior Associate
Steven Belport
Senior Vice President - Investments
Roberta Anderson
Vice President - Investments
Michael Salimbene
Director, Partner, Wealth Advisor, Senior PIM Portfolio Manager
Samantha Belport
Senior Associate
Matthew Muzyka
Senior Associate | Analyst | Networking & Expansion Team |
Emma Gerchberg
Senior Associate
Anthony DAmbrosio
Client Associate
Alexander Mills
Associate Vice President, Manager of Operations and Compliance
Anton Daire
Intern
Lawrence Baker
Senior Vice President
