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719-341-8585
brandy.merriam@lpl.com

Your Life. Your Financial Professional.

From wealth management to retirement solutions, our professionals can help women pursue their financial goals.

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Brandy Merriam

Brandy Merriam

Regional Vice President

719-341-8585

brandy.merriam@lpl.com

About Brandy Merriam: At the heart of my work is a deep commitment to understanding what matters most to my clients and their families. I'm a financial advisor dedicated to building meaningful relationships that empower people to navigate..

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Who We Serve

Who We Serve

Don’t go it alone. Whether you’re a first-time investor, reimagining your retirement, or anything in between, you may benefit from a personal financial professional in your corner.

Seek Professional Advice

If you’re ready to work with a financial professional, let’s sit down to talk.

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We help women bridge the investment confidence gap.

Client Centered

  • Get educated and started on your investment journey.

  • Preparing your family in every stage of life.

  • Develop a roadmap as unique as you are.

  • Get guidance if you see change ahead.

Our Services

Specializing in the unique needs of women.  

Gratitude to photographer A.H.S

Generational Planning

Generational Planning

Understanding your unique needs.

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Business Strategies

Business Strategies

Supporting small business owners and investors.

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Wealth Management

Wealth Management

Consultation and management.

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Insurance Approaches

Insurance Approaches

Protect yourself and your family.

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Estate Strategy

Estate Strategy

Support for every phase of life.

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Retirement Roadmaps

Retirement Roadmaps

One of your most important financial milestones.

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Schedule a Complimentary Consultation

If you believe you could benefit from working with a financial professional, let’s schedule some time together to see if we’re a good match for you.

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