video1.0<iframe src="https://www.loom.com/embed/0487deb05d9e4a28bd0911e93d27826b" frameborder="0" width="1280" height="960" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9601280Loomhttps://www.loom.com9601280https://cdn.loom.com/sessions/thumbnails/0487deb05d9e4a28bd0911e93d27826b-912ad73171e27b36.gif138.16In this video, I share insights from my experience as a partner and financial advisor at Merit, specifically tailored for UPS employees and retirees. Over the years, I've witnessed significant changes at UPS, including its entry into the S&P 500 and shifts in employee stock guidelines, which have shaped our customized wealth management strategies. We offer a comprehensive financial planning process designed to instill confidence in our clients as they approach retirement. If you're interested in learning more about our UPS executive and retiree platform, I invite you to schedule a complimentary consultation with one of our wealth managers by clicking the link below.