Eli Merrill

Financial Planning Consultant

Domicile State: MA

Eli began his career in 2020 with an internship at Northwestern Mutual as a Financial Representative. He gained practical experience working with IHS Markit in July of 2021 as a Regulatory Dodd Frank Analyst. He learned to perform client identification and verification to confirm entities that trade derivatives products comply with their local laws and regulations. He did this while conducting enhanced due diligence on clients that executed trades through The Bank of Nova Scotia. Eli plans to pursue his passion for financial services and began to work with Baystate Financial in late 2021 as a financial planning paraplanner. He is eager to learn about the industry and start studying for his examinations and licenses to eventually make a direct impact on clients who seek financial advice.

Eli graduated from Bryant University in 2021 with a bachelor’s degree in Business Administration with a concentration in Finance.