Prior to joining First Republic, Mr. Merrifield was a Vice President and Private Wealth Advisor at Morgan Stanley Private Wealth Management in Menlo Park, California. Mr. Merrifield began his career at Smith Barney and advanced with Citigroup in various roles, cumulating his tenure as Vice President and Lending Director covering the Northern California Region.
Mr. Merrifield holds a Masters in Business Administration from the Atkinson Graduate School of Management at Willamette University and a degree in Journalism and Communications from The University of Oregon. In 2009, he participated in the Executive Education program at Stanford Graduate School of Business.
Wealth Management Experience: 19 Years
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