From Communist Albania to Managing a Billion-Dollar Practice

The Active Advisor Podcast (Episode 33)

On this episode of The Active Advisor podcast, host Bryan Moore chats with Erold Merko, CRPC®, Senior Vice President, Wealth Management at Tenured Wealth Management.

Join them as they discuss:

• Erold’s background in communist Albania and how it influenced his career
• The importance of international investing and diversification
• Educating clients about different investment options and strategies
• Memorable client success
• The four pillars of wealth management
• Active vs. passive management in financial planning

Erold Merko is a Chartered Retirement Planning Counselor™ with over 15 years of experience in the financial services industry. He is a tenured financial advisor who provides comprehensive, sophisticated plans that guide clients in their pursuit of financial independence. Erold and his team understand the value of their clients’ hard work and are dedicated to cultivating and preserving their wealth and legacies. Erold joined Raymond James in 2021. Previously, he was a senior wealth management advisor with the Teachers Insurance and Annuity Association (TIAA) for over nine years. At TIAA, he led a team of four investment professionals managing a portfolio of clients with over $1.2 billion in assets. Prior to joining TIAA, he was a retirement consultant with Freedom One Financial Group.

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