Senior Referral Network Sponsor

Merissa is a local financial advisor and native of Prescott that brings over 20 years of experience in financial services. Her passion is helping clients develop a plan and build assets that will carry them through their retirement years with confidence and understanding.

Held to a fiduciary standard of care for her advisory clients, Merissa prides herself in being a good listener and always putting the needs of her clients over her own. Her years of experience have taught her to navigate a variety of economic conditions and regulatory changes.

She believes in a holistic approach and that a well-designed portfolio is only the beginning of a financial plan, that discussions on income, sequence of withdrawals, tax ramifications, wealth transfer, charitable gifts, and Roth conversions are critical to building a sustainable retirement strategy.

Additionally, Merissa specializes in assisting individuals upon the death of a loved one as they navigate the tasks involved in settling an estate.

Outside of the office, you will find her enjoying time with her 3 children and husband Jeremy. They love to play board games, hike, Kayak, and participate in various church activities. Merissa loves being outdoors, especially on her mountain bike.

Raymond James and its advisors do not offer any tax advice. You should discuss any tax or legal matters with the appropriate professional. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Desert Financial Credit Union and Desert Financial Wealth Management are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Please see attached REVISE doc and submit back with revisions. In order to send back revisions please review the request for revisions in the file section of the submission, make the revisions and then upload them using the upward arrow button next to the latest file. The “Submit Revision” button at the bottom of the submission will then be available to click and add comments. Only the submitter may submit revisions. Do not use the Edit Submission button to upload your revisions as this will not work. Please see FAQ on how to accomplish this here: https://rjnet.rjf.com/quilt/api/document/d2ce2362-787f-4b4f-a698-41f0624c7b2b/2

• First Name: Merissa
• Last Name: Brinkerhoff
• Title: Wealth Advisor
• Business Phone: 928-598-3104
• Cell Phone:
• Email Address: [email protected]
• Address Line 1: 141 S McCormick St Ste 111
• City: Prescott
• Zip Code: 86301
• Portrait:
• LinkedIn: https://www.linkedin.com/in/merissa-brinkerhoff-7834709a