Rick Mertell

Q: What is Rick Mertell email address?

Email Rick Mertell at rick.mertell@sbcglobal.net. This email is the most updated Rick Mertell email found in 2026.

Q: How to contact Rick Mertell?

To contact Rick Mertell send an email to rick.mertell@sbcglobal.net. If you want to call Rick Mertell try calling on +13144976854. (updated on October 30, 2024)

Executive Vice President at SFP Synergy Financial Partners | St Ann, Missouri, United States

About Rick Mertell

Rick Mertell serves as the Executive Vice President at SFP Synergy Financial Partners, where he leverages his extensive expertise in retirement planning, universal life insurance, and long-term care solutions to empower individuals and families to achieve their financial dreams. With a strong focus on entrepreneurship and strategic partnerships, Rick is dedicated to transforming the financial landscape for his clients and team members alike. His role involves not only hiring and training motivated individuals but also fostering a culture of excellence that inspires them to make meaningful changes in their lives and the lives of others.

Under Rick's leadership, SFP has embarked on several key projects aimed at enhancing financial literacy and promoting tax-free retirement strategies. He is particularly passionate about developing qualified retirement plans that cater to the unique needs of clients, ensuring they are well-prepared for their golden years. His commitment to long-term care insurance and 401(k) solutions reflects his understanding of the complexities of modern financial planning, allowing clients to navigate their options with confidence.

Rick's ability to motivate and lead teams has been instrumental in driving growth and innovation within the firm. By emphasizing the importance of strategic partnerships, he cultivates relationships that enhance service delivery and client satisfaction. Ultimately, Rick Mertell's vision is clear: to empower individuals to dream bigger and take actionable steps toward achieving financial independence, ensuring that they are not merely surviving but thriving in their financial journeys.

Rick Mertell Work

Executive Vice President at SFP Synergy Financial Partners in September 2013 to Present

Agent at Transamerica Agency Network, Inc. in October 2009 to September 2013

Rep at The Hartford in October 2002 to October 2010

Rick Mertell Skills

Team Building

Tax-advantaged Investment Strategies

Wealth Accumulation Strategies

About Rick Mertell's Current Company

SFP Synergy Financial Partners

Discover more about SFP Synergy Financial Partners

Frequently Asked Questions about Rick Mertell

What is Rick Mertell email address?

Email Rick Mertell at [email protected]. This email is the most updated Rick Mertell email found in 2026.

What is Rick Mertell phone number?

Rick Mertell phone number is +13144976854.

How to contact Rick Mertell?

To contact Rick Mertell send an email to [email protected]. If you want to call Rick Mertell try calling on +13144976854. (updated on October 30, 2024)

What company does Rick Mertell work for?

Rick Mertell works for SFP Synergy Financial Partners

What is Rick Mertell's role at SFP Synergy Financial Partners?

Rick Mertell is Executive Vice President

What industry does Rick Mertell work in?

Rick Mertell works in the Financial Services industry.