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Alexander M
Series 63, Series 66
Waterville, ME
Exodus Wealth, LLC
Alexander Merrill is a financial advisor at Exodus Wealth, LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fortune Financial Services Inc and Maine Maintenance Plus LLC. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans by providing asset management, financial planning, and consulting services. The firm manages several hundred million dollars in discretionary assets and employs a combination of fundamental, technical, and cyclical analysis with tailored portfolio supervision.
Ronald M
Series 63, Series 66
Waterville, ME
Exodus Wealth, LLC
Ronald Merrill is a financial advisor with Exodus Wealth, LLC, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. His prior work includes roles at Prosperity Wealth Management, Inc., Fortune Financial Services, Inc., Voya Financial Advisors, and Securities America. Merrill also works as an independent insurance agent specializing in fixed insurance products. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans, providing asset management, financial planning, and consulting services. The firm manages several hundred million dollars in discretionary assets, employing a mix of fundamental, technical, and cyclical analysis across diverse investment strategies with regular portfolio reviews and due diligence on third-party managers.
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