Broker Check

Team

At Merrill Financial Associates, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Roger L. Merrill CLU, ChFC, CRPS

Managing Director - Founder

801-356-7100

801-356-7300

In 1991, with almost two decades of experience in the investment and insurance industries, Roger L. Merrill founded Merrill Financial Associates. Today, Roger oversees the operations of the company, supported by two Investment...

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Andrew K. Walker

Principal/Director of Investing and Operations

801-356-7100

801-356-7300

Andy is an Investment Advisor Representative of Commonwealth Financial Network, member FINRA/SIPC and a Registered Investment Advisor. Andy has been with Merrill Financial Associates since 1999 when he graduated from Brigham Young...

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Darren Walker

Director of Marketing

801-356-7100

801-356-7300

Darren has been with Merrill Financial since 2007. He graduated from Brigham Young University with a degree in Psychology and assists with client acquisition, client relations, and account setup at the firm. Darren is Series 7 and 66...

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Marshall Nelson

Client Relations

Born and raised in Utah, Marshall is a student at BYU studying business. Marshall concentrates his efforts at the firm on client relations and new client acquisitions. He is an avid sports fan, and enjoys cheering on the Utah Jazz....

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