Blake Merritt

Director of Portfolio Services

Blake Merritt is Director of Portfolio Services. He earned his bachelor’s degree at Point Loma Nazarene University, majoring in Business Administration with an emphasis in Finance. His start in the financial services industry came while attending Point Loma, when he joined his adjunct professor’s top San Diego Area practice. Upon graduating from business school, he started full time in the investment advisory business in Central California with roles in portfolio management and operations. After moving to the Northwest, he joined Martel Wealth Advisors in 2010. His roles have continued to focus on portfolio administration and providing excellent service to clients. Blake is alumnus of Leadership Clark County, Class of 2015. He and his wife are proud to call Vancouver home.