Advisors at this firm
Laura M
Series 66
Potomac, MD
Meritis Wealth Management, Inc.
Laura Markoff is a financial advisor at Meritis Wealth Management, Inc. with 21 years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley and Wells Fargo. Markoff is a licensed insurance agent, involved in insurance sales and implementation of insurance recommendations on a limited basis. Meritis Wealth Management provides wealth management services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes a long-term investment approach based on fundamental analysis, using diversified mutual funds, ETFs, and select individual securities, and offers discretionary investment management along with comprehensive financial planning.
James B
CFP®, Series 66
Potomac, MD
Meritis Wealth Management, Inc.
James Brown is a CFP® and holds a Series 66 license with 21 years of industry experience. He has been with Meritis Wealth Management, Inc. since 2025 and previously worked at Wells Fargo under the Meritis Wealth Management name for ten years. He is also a licensed insurance agent, dedicating a small portion of his time to insurance sales and implementation of insurance recommendations. Meritis Wealth Management serves individuals, high-net-worth clients, trusts, estates, and businesses by offering discretionary investment management and comprehensive financial planning. The firm employs a long-term, fundamental analysis-based investment approach, typically using low-cost, diversified mutual funds and ETFs, and incorporates independent managers while maintaining discretionary authority.
Heather M
Series 63, Series 66
Potomac, MD
Meritis Wealth Management, Inc.
Heather Mcgolerick is a financial advisor at Meritis Wealth Management, Inc. with 29 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Meritis Wealth Management provides wealth management services to individuals, high-net-worth clients, trusts, estates, and businesses, focusing on discretionary investment management and comprehensive financial planning. The firm emphasizes a long-term investment approach grounded in fundamental analysis and uses a mix of low-cost, diversified mutual funds, ETFs, individual securities, and independent managers.
