Kristin Merkel

Senior Client Service Associate

Biography

As a member of the client services team at Accredited, Kristin interacts with clients, financial planners, and brokerage firms on a daily basis to process service requests, deposits, withdrawals, wires, charitable stock gifts, IRA distributions and more.

Kristin joined Accredited with more than 15 years of experience in financial and investment services.

For more information about educational requirements, professional certifications, and professional designations, click here.


Education & Background

CERTIFICATIONS:

Augsburg University – B.A. Business Administration


How do you spend your life wisely?

I try to learn from the past, live in the present and plan for the future to the best of my ability every day. Ensuring that my son has a bright future ahead is what motivates me to work hard. The time you have in life is never guaranteed. I treasure every moment I have with family and friends and that time encapsulates how I spend my life wisely.

“The measure of who we are is what we do with what we have. ”
Vince Lombardi

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