Jean Merriman, Due Diligence & Product
Jean oversees all of the product lines including alternatives, mutual funds, insurance, and money managers to ensure our product selection and offerings allow our Advisors to meet the needs of their clients. She, along with the Due Diligence & Product Team will work with sponsors to analyze and add new products that benefit the client in ever-changing market conditions. Their goal as a team is to be proactive in providing a full range of product selection which is one of the differentiating factors of SFA from other firms.
Jean has more than 20 years’ experience most recently, as Vice President, Sponsor Relations and Due Diligence with First Allied Securities, Inc. in Chesterfield, MO. She is a graduate of the University of Missouri and holds Series 7, 24, 27, 63, and 65 licenses.