Phone: 253-853-3383  •  Fax: 253-853-3640  •  Toll-Free: 877-302-2300  •  P.O. Box 409, 3202 Harbor View Drive, Suite A, Gig Harbor, WA 98335

 Stewart & Rosenbloom Wealth Management

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Elizabeth Merritt

Officer Manager

Phone: 253-853-3383
Toll-Free: 877-302-2300

Born and raised in Pasadena, California, Liz moved to Gig Harbor with her husband Hugh and their two sons Tim and Jeff in 1991. After attending Immaculate Heart College and the American Institute of Banking/UCLA. Liz was employed by the Federal Reserve Bank of San Francisco at the age of 20 and specialized in Letters of Credit and Treasury securities.

As the Office Manager and Financial Assistant Liz is an integral part of the team of Stewart and Rosenbloom. Along with practical experience, integrity, and a friendly attitude she is able to assist and follow through with clients on a vast array of needs. She is a dedicated member of the team who enjoys the interaction she has with clients and associates.

Liz served for several years as the Washington State Youth Soccer Association Director of the Olympic Development Program* and was on the Board of Directors for United Soccer Club*. She currently serves on the RAGs Guild of the YWCA* of Pierce County. Liz and Hugh are also ardent supporters of local and national charities.

Hobbies include: shopping, travel, reading, cooking, and spending time with her granddaughters.

*Raymond James is not affiliated with the above listed organizations.

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact us for information and availability.

Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC.
Stewart & Rosenbloom Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
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