Home
About Us
Services
FAQs
Blog
Client Login
Book a Call

3rd Quarter Update

Joel Merritt, CFP®

October 13, 2025

See The Guide Here!

Contact

Office: (262) 691-4000

Fax: (262) 691-4015

N21W23340 RidgeView Parkway

Suite 2

Waukesha, WI 53188

peter.merritt@raymondjames.com

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

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 of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links to external content or websites, if provided, are for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Raymond James Privacy Notice
Raymond James Legal Disclosures (including Form CRS)

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Merritt Wealth & Retirement Advisors, Inc.. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Merritt Wealth & Retirement Advisors, Inc. is separately owned and operated and not independently registered as a broker-dealer or investment adviser.