Focus
Meryl found her career as a CERTIFIED FINANCIAL PLANNER® professional and financial advisor in a college finance course. The subject clicked and so did the realization that she could build a career helping people make sense of their money and setting financial goals. She began as a wealth management assistant and grew into a role as a financial advisor, and after 20 years in the industry being guided by mentors and invaluable experience, has co-founded Sapphire Compass Advisors. Meryl works closely with individuals, families and business owners on their investment needs through thoughtful advice and clear communication, developing long-term client relationships in the process.
Education is still at the center of how Meryl works: She takes time to learn and understand what goals a client is working toward, what matters most to them and what shapes how they think about money. Through this, she helps them see where they stand and what options are open to them so that decisions about retirement and other financial goals can be made with a clear view of the whole picture. The relationships that develop from those conversations are the part of the job she values most.
Education & Credentials
- CERTIFIED FINANCIAL PLANNER® professional
- Master of Business Administration (MBA), Northeastern University
- Bachelor of Arts in Communications, Northeastern University
- FINRA Series 7, Series 66
- Life & Health Insurance licensed
Outside the Office
Meryl lives in Cranford, NJ with her two children and their one-eyed cat. She values the time she spends with her family, whether on a vacation or involved with their many activities be it sports, instrument lessons, watching movies or hiking. Her friendships are extremely important to her and she enjoys having coffee or dinner out with friends, doing yoga or spending time at her family’s lake home for true relaxation.
CA Insurance #4473917