Mervat S. Hassan, CRPC™

Experience

• 

  Merrill Lynch

  Jan 1997 - Nov 2005

  • Vice President

    Jan 2003 - Nov 2005

  • Financial Advisor

    Jan 1997 - Jan 2003
• 

  Smith Barney (a unit of Citigroup Global Markets Inc.)

  Nov 2005 - Apr 2010

  Vice President

  Financial advisor

• 

  UBS Financial Services, Inc.

  Apr 2010 - May 2020

  Wealth Advisor
• 

  Stifel Financial Corp.

  May 2020 - now

  Vice President/Investments - Stifel

  My philosophy revolves around a fundamental platform that includes six essential elements: Confidence, Dedication, Performance, Planning, Service, and Trust. My background in financial services provides my clients with strategic and disciplined investment guidance designed to help them address their needs and objectives through in-depth investment planning. My clients receive a high level of service including personal consultations and periodic updates and reviews on the status and performance of their investments. Throughout the years, I have gained the trust and confidence of my clients as demonstrated by my growth of assets under management, increase of client base, and continuous referrals. Show less