Laura Dean Perkins Markoff

Employer firm

Meritis Wealth Management, Inc. CRD 336539

$224M regulatory AUM 130 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → 01/2019
  Morgan Stanley
  Washington, DC
• 01/2019 → 06/2025
  Wells Fargo D/B/A Mertitis Wealth Management
  Potomac, MD
• 06/2025 → Present
  Meritis Wealth Management, Inc.
  Potomac, MD

Previous Registrations

• 2019-01-08 → 2025-07-10
  Wells Fargo Advisors Financial Network, Llc
  Potomac, MD
• 2009-06-01 → 2019-01-10
  Morgan Stanley
  Washington, DC
  Washington, DC
  Washington, DC
• 2007-12-14 → 2009-06-01
  Citigroup Global Markets Inc.
  Washington, DC
• 2005-08-30 → 2007-09-11
  A. G. Edwards & Sons, Inc.
  Sugar Land, TX
  Sugar Land, TX
  Washington, DC

Other Businesses

1) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Less than 5% of time during the month.

Exams

• S66 Uniform Combined State Law Examination
  2005-08-29

Other Names

• Laura Dean Perkins
• Laura Dean Riemer
• Laura Perkins Riemer