Richard M. Merritt

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Richard M. Merritt

Founder & CEO

With nearly 30 years of industry experience, Richard is defined by his love of family, knowledge of the industry and out of the box thinking. In addition to running a successful financial services practice Richard held various senior positions with two of our nation’s top 50 Independent Broker-Dealers. His responsibilities ranged from individual advisor recruitment, to managing and overseeing several business units to include: licensing, registration, transitions, national recruiting, field technology, practice management, products, services, advisory, marketing and corporate communications (public relations and marketing).

Richard’s background and thirst for knowledge provides clients of Silver Birch with an unparalleled experience.

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