From Communist Albania to Managing a Billion-Dollar Practice with Erold Merko

Update: 2024-07-23

Description

On this episode of The Active Advisor podcast, host Bryan Moore chats with Erold Merko, CRPC®, Senior Vice President, Wealth Management at Tenured Wealth Management.

Join them as they discuss:

Erold’s background in communist Albania and how it influenced his career
The importance of international investing and diversification
Educating clients about different investment options and strategies
Memorable client success
The four pillars of wealth management
Active vs. passive management in financial planning

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 joined Raymond James in 2021. Previously, he was a senior wealth management advisor with the Teachers Insurance and Annuity Association (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.

Harbor Capital Details

Harbor Capital Website
Harbor Capital on LinkedIn
Harbor Capital on Youtube
Host Bryan Moore on LinkedIn

Guest Details

Erold Merko on LinkedIn
Tenured Wealth Management on LinkedIn
Tenured Wealth Management Website

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

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