Brian Merrell

Case Manager

Brian leverages his robust business development and client service experience to partner with advisors to create custom, tax-efficient strategies for their clients. In working with advisors, he embodies the firm’s reputation of being high-touch, building exceptional partnerships, offering unparalleled service, and staying nimble.

He has more than 20 years of experience, including several within financial services, and joined Investors Preferred in 2020.

Brian served in the United States Marine Corps for four years and earned a bachelor’s in psychology from the University of Phoenix.

Business Development/Client Service Experience:

  • Investors Preferred, 2020-present
  • Francisco Castillo Allstate Agency, 2019-2020
  • Simplicity Scottsdale, 2018-2019
  • ZipRecuriter, 2017-2018
  • Progress Residential, 2016-2017
  • University of Phoenix, 2009-2014
  • Otto Container Management, 2007-2009
  • Golfland Sunsplash, 2006-2007
  • Christmas Light Decorators, 2004-2006
  • U.S Marine Corps, 2000-2004


  • Bachelor’s in psychology, University of Phoenix, 2013

480-530-0955  |  email

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