Merit Kralovec

Merit Kralovec

Vice President, Sr. Registered Client Administrative Manager

I began my career with A.G. Edwards & Sons, Inc. in 1998 and over the past 20 years (and two mergers) have proudly provided operational and market-related support to clients and financial advisor partners of first A.G. Edwards & Sons, Wachovia Securities, and most recently, Wells Fargo Advisors.

In my role as senior registered client administrative manager and Vice President with Steward Partners, I use my 20 years of financial services experience to ensure clients’ administrative, trading and operational needs are handled accurately and quickly. I oversee the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers, processing investment orders and answering questions regarding statements.  I work adeptly to resolve even the most complicated issues.

I graduated from George Mason University with a major in International Relations. I have my Series 7, Series 66, Series 31 securities registrations and Life, Health and Annuity insurance licenses.

As the child of a USMC fighter pilot, I spent my childhood growing up on various Marine Corps air bases in both the U.S. and overseas, and have carried a love of travel and exploration of various cultures into adulthood.  When not traveling, I enjoy spending time with my family, horseback riding and any activity involving water.