Tenured Wealth Management

An experienced team, united behind your financial well-being

We are a diverse team, united behind our clients’ goals and driven to help them pursue financial success. Our experience helps us seamlessly integrate with your company, complementing your strengths and incorporating our own gained from years of experience. Working with any of us means you have an office of intellectual capital behind your institution, leveraging our collective experience to provide sound, comprehensive financial guidance.

We’ve had the pleasure of working with a range of diverse clients, from large institutions to families and business owners. This agility has allowed our team to hone the skillset required to provide uncompromising financial service. We develop tailored investment strategies, seeking out opportunities from a global vantage point and factoring micro- and macroeconomic conditions to develop plans designed to sustain over the long term. Each strategy we employ is intended to manage accounts with the appropriate level of risk, while working toward your financial goals.

We commit ourselves to thorough research and an intense vetting process and strive for the investments and managers we recommend to offer qualities that enhance your investment portfolio. We tap into our network of professional contacts and hold frequent calls and visits to ensure their approach aligns with our own.

The advisory relationship should be ongoing, growing stronger with time. We actively manage and review advisory accounts to ensure they stay consistent with your goals, using the original strategy as a guidepost. We commit our full capabilities as a team to your success, united behind the pursuit of your ideal financial future.

About Erold Merko, CRPC™

Senior Vice President, Wealth Management

Our focus is on you, our client. But we recognize that you appreciate knowing a bit about whom you are working with.

Erold Merko is a Chartered Retirement Planning Counselor™ with over 15 years of experience in the financial services industry. He is a tenured financial advisor who provides comprehensive, sophisticated plans that guide clients in their pursuit of financial independence. Erold and his team understand the value of their clients’ hard work and are dedicated to cultivating and preserving their wealth and legacies.

Erold’s financial plans focus on four pillars of wealth management: asset allocation, income planning, incapacity planning, and legacy planning. He takes pride in providing his advisory clients with the financial tools to manage and enjoy their wealth well into retirement. Many of his clients throughout his career have been employed in higher education, healthcare and research.

Erold joined Raymond James in 2021. Previously, he was a senior wealth management advisor with TIAA for over nine years. At TIAA, he led a team of four investment professionals managing a portfolio of clients with over $1.2 billion in assets. Prior to joining TIAA, he was a retirement consultant with Freedom One Financial Group.

Erold was born and raised in Albania. At 17 years old, he moved to the United States as a foreign exchange student to finish his senior year of high school. After graduation, he decided to stay in the United States to attend college. Although it was difficult to live far from home at such a young age, his parents, both teachers, always stressed the value of education. Erold and his parents believed in the American dream. With a college education and a great work ethic, a bright future was possible. Taking his parent’s lifelong lessons to heart, Erold worked full time and put himself through college. He holds a bachelor’s degree in business administration from Walsh College.

Erold also enjoys giving back to the community. He proudly supports the Northville Education Foundation that helps raise funds for Northville Public Schools. He also volunteers with the Ann Arbor Forgotten Harvest, a charity that provides food to those in need.

Erold enjoys traveling with family and friends, getting in a round of golf, watching his daughters play sports, and trying new restaurants. Erold is fluent in Albanian and proficient in Italian.

Erold lives in Northville with his wife, Bridget, and their two daughters, Stella and Sadie.