Join BP to our West Coast Meeting!

 Pre-transaction planning for business owners and their advisors.

Meet the speaker: Merryll McElwain, SE-AWMA, CEPA® Senior Wealth Advisor

Merryll is responsible for providing comprehensive wealth management advice to high-net-worth individuals and families, entrepreneurs, and institutions throughout the Western U.S. region. She works closely with clients and their advisors to help clients meet their current needs and plan for their long-term objectives. Merryll also coordinates the various services her clients require based on their unique needs, including investment management, planning, trust, private banking, and family office services. Merryll is a Certified Exit Planning Advisor and helps educate and advise entrepreneurs and shareholders before, during, and after the sale or transition of their companies. She is also a Sports and Entertainment Accredited Wealth Management Advisor and helps educate and advise clients in sports and entertainment industries on opportunities to help preserve, grow, and transfer their wealth. Merryll has over 16 years of experience in financial planning, helping successful individuals, families, and institutions achieve their financial goals. Previously she was a senior wealth director for BNY Mellon and a portfolio manager for Morgan Stanley. Merryll holds an MBA from East Carolina University and a bachelor’s degree from Appalachian State University, where she played collegiate golf. Merryll serves as former president of the board for Braemar Country Club and is a board member of the Los Angeles Sports Council and Southern California Committee for the Olympic Games. She previously served on the executive committee for the LA chapter of the Exit Planning Institute for many years.