Our Investment Team
Work With Someone You Know.
When helping you plan for your future, we meet you where you’re comfortable. Our LPL* financial advisors understand you have both short-term and long-term financial goals, and they are ready to help you pursue them all. The team of financial planners in Colorado understands the markets we serve and are only a phone call away. They will be there for you to help you prepare for life’s changes, whether you’re planning for a comfortable retirement, saving for a child’s education or anticipating new career opportunities.
In today’s market, it’s essential to work with a financial advisor who can provide you insight and guidance based on an understanding of your unique situation. As a member of Meritrust Credit Union, you have access to our knowledgeable and dedicated LPL* Financial Advisors. If you want to start a conversation about your finances or just hear your options, please find our contact information below.
Doug L Jones – Financial Advisor
Email Doug | 303.657.7594
800 Coal Creek Circle
Louisville, CO 80027
Get Directions
Alan Romero – Financial Advisor
Email Alan | 303.657.7596
5505 Arapahoe Ave
Boulder, CO 80303
Get Directions
*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (Member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Meritrust Credit Union and Meritrust Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Meritrust Wealth Management, and may also be employees of Meritrust Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Meritrust Credit Union or Meritrust Wealth Management. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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