Broker Check
Meryl  Goldberg

Meryl Goldberg

Manager / Advisor Assistant

Meryl is our Assistant to our financial team/Office Manager.  Her primary role is to support the advisors’ day-to-day operations.  She is the first person you will hear on the phone, who is the liaison between our clients and their respective advisors.  She continues to maintain and develop positive relationships with our clients.  As such, she competently assists and communicates our client’s needs, processing and following up on all financial paperwork.  She is responsible for assuring that daily activity is run smoothly, along with meeting all the proper protocol and compliance standards.  She holds a Business Degree with a concentration in Finance and currently resides in Kinnelon, NJ and has two sons.