
Merryll McElwain
Merryll McElwain is a Senior Wealth Advisor with Prosperity with nearly 20 years of experience in wealth management. She specializes in designing financial strategies that support her clients’ current lifestyle while building a legacy for future generations and philanthropic endeavors.
Merryll works closely with clients and their broader advisory teams to develop comprehensive plans that integrate financial planning and investment management. She has extensive experience guiding entrepreneurs through pre-transaction planning and advising them before, during, and after the sale or transition of their businesses. In addition, she counsels individuals in the sports and entertainment industries, helping them navigate the unique financial opportunities and complexities associated with their careers.
Prior to joining Prosperity, Merryll served as a Senior Wealth Advisor at a prominent wealth management and fiduciary services firm where she advised clients on financial planning, investment management, private banking, and trust services.
Contact Merryll
Contact
225 S Lake Avenue, Suite 400
Pasadena, CA 91101
Credentials & Education
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Certified Exit Planning Advisor (CEPA®)
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Sports & Entertainment Accredited Wealth Management Advisor – (SE-AWMA®)
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East Carolina University: Master of Business Administration (MBA)
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Appalachian State University: B.A.