Elizabeth Merk coordinates the development and delivery of innovative wealth strategies and solutions for high net worth individuals and their companies in the areas of estate and wealth transfer planning, charitable giving and retirement planning.

PROFESSIONAL EXPERIENCE:
TWENTY YEARS IN THE INDUSTRY

• 1998 - Present  Elizabeth Merk / INVESTMENTS Registered Principal
• 1997 - 1998      Morgan Stanley Account Executive
• 1989 - 1997      Prudential Insurance & Financial Services Registered                        Representative
• 1980 - 1982      Blue Cross of Southern California Health Net Specialist
• 1980 - 1981      FHP / Utah Team Leader-New Accounts

EDUCATION:
DEGREE + POSTGRADUATE WORK IN BUSINESS ADMINISTRATION

• 1987 Postgraduate work towards MBA University of Hawaii at Manoa
• 1989 Paralegal Certificate Cum Laude University of Hawaii
• 1984 Bachelor of Arts 3.8 G.P.A. University of Hawaii at Hilo

PROFESSIONAL MEMBERSHIPS

• LUTCF Life Underwriters Training Council, Fellow
  
• MDRT 2007 Million Dollar Round Table  Life & Qualifying Member, 2006 - 2001 Top of the Table Qualifier, 2000 Court of the Table, 1995, 1994, 1993, 1992, Qualifying Member, 1991 Provisional Member
  
• NAIFA National Assoc of Insurance & Financial Advisors, 1989 - present
• SIA Securities Industry Association, Hawaii Chapter 2000 - 2003

ACTIVE REGISTRATIONS

• FINRA Series 24 General Securities, Principal
  
• FINRA Series 7   General Securities, Representative
  
• FINRA Series 65 Uniform Investment Advisor Law Examination
  
• FINRA Series 63 Blue Sky
  
• FINRA Series 6   Limited Securities, Representative
  
  
• State of Hawaii Insurance, General Agent Life & Health

RECOGNITION

• Who's Who In America 2007-1997
  
• Who's Who of American Women 2007-1990
  
• Who's Who In The World 2007-1991
  
• Who's Who In Finance & Industry 2007-1996
  
• Who's Who In The West 2007-1995
  
• International Who's Who of Professional & Business Women 2007-1993
  
• The World's Who's Who of Women 2007-1991
  
• 1994 Prudential Financial, Top of The Rock Induction (18 members of 17,000 representatives)
  
• 1996-90 Prudential Financial, State of Hawaii Leading Agent
  
• 1996-90 Prudential Financial, Top 500 Agent (President's Citation)