Amy Merrill

Amy Merrill is a seasoned wealth manager with extensive experience in financial planning and management. Currently serving as Partner, Managing Director, and Wealth Manager at Creative Planning since April 2001, Amy specializes in creating personalized financial plans for individuals and families. Prior to this role, Amy was the Principal and Owner of TrueWealth Management from April 2001 to October 2020, providing valuable insights to corporate executives at various Atlanta-based companies. Additionally, Amy held the position of Principal at Windham Brannon Financial Group from 2001 to 2014 and served as Vice President of Private Banking at SunTrust Bank from August 1994 to April 2001, where expertise in coordinating financial needs for corporate executives was developed. Amy earned a Bachelor of Science degree in Business Administration from the University of North Carolina at Chapel Hill in 1994.