Leilani Merriam

Senior Client Relationship Associate

Leilani Merriam is a Senior Client Relationship Associate based in Phoenix, Arizona. She supports client relationships and helps deliver a high-quality service experience through strong communication, organization, and operational support.
Experience includes financial services, training, client support, and transition management, with a focus on relationship building, onboarding coordination, and process improvement. Works closely with advisors, clients, and internal teams to help create efficient and client-focused service experiences.
Professional Studies and Psychology coursework at Benedictine University helped shape a people-centered approach to client service and relationship management.
Enjoys collecting tropical plants, traveling with her partner, and spending time with her dog, Link. Also volunteers with St. Mary’s Food Bank and Maricopa County Animal Care & Control.