"Charley and Reid have sterling reputations as advisors and counselors to small, fast growing companies and having known Charley for most of my career I'm pleased to have the opportunity to finally work together. Given the size and stage of growth of our clients, they are very often in need of specialized financial and operational expertise. Our affiliation with CFO 911 allows us to seamlessly recommend these services to a group we trust." stated Jon Merriman .

Will Febbo , COO of Merriman, added: "As we strive to build a premier platform for financial professionals, it is critical to look outside the traditional services of banking. CFO 911 embodies a valuable service not only to our internal clients but to all those clients who come to us through FEP. As we scale the platform beyond the four FEP groups we have now, it is far more about the community you build than the percentage of revenue share that makes the FEP successful. We believe having complementary services such as CFO 911 affiliated with FEP is critical to strong leadership in this new market."