Merit Financial Advisors specializes in divorce services, loss of a spouse, wealth management, financial wellness and financial planning.

Finance

Investment Management

Retirement

Merit Financial Advisors

Merit Financial Advisors' headquarters in Alpharetta, GA, United States

Rick Kent

Kristin Wilde

Joy D. Kirsch, CFP, CeFT

Mark Christensen

John Cote

Donald Hammond

Kay Lynn Mayhue, CFP®, AEP®, RFC®

Doug Baxley

Brian Andrew

Brian K. Green II

Margarite Lynch

Chrissy Lee

The Client Services Team at Merit Financial Advisors focuses on delivering exceptional support and personalized service to clients navigating financial challenges associated with divorce, loss of a spouse, and wealth management. They facilitate strong client relationships, ensuring clear communication and understanding of financial planning needs while ensuring a seamless experience throughout the advisory process. By addressing client concerns and fostering trust, the team plays a crucial role in enhancing client satisfaction and retention.

Client Services Team

The Financial Operations team at Merit Financial Advisors ensures the seamless execution of financial strategies and client services related to wealth management and financial planning. By overseeing investment operations and collaboration among wealth managers and financial planners, they enhance client experience during critical life events, such as divorce or the loss of a spouse, while promoting financial wellness and strategic resource management.

Financial Operations

The Leadership Team at Merit Financial Advisors is responsible for setting the strategic direction and operational oversight of the company. Comprised of top executives, including the CEO, CFO, and various specialists in operations, compliance, and growth, the team collaborates to enhance service offerings in divorce services, wealth management, and financial planning, ensuring the highest standards of client support and organizational effectiveness. This dynamic group drives innovation and aligns company goals with client needs, fostering a culture of financial wellness and security.

Leadership Team

The Operations and Project Management Team at Merit Financial Advisors ensures the seamless execution of company initiatives by streamlining processes and managing projects related to financial services. This team collaborates cross-functionally to enhance operational efficiency, uphold compliance standards, and implement technology solutions that improve client support in areas such as wealth management and financial planning. Their focus is on optimizing workflows and driving strategic projects that support the firm's mission of providing exceptional financial services during critical life events.

Operations and Project Management Team

The Marketing Team at Merit Financial Advisors is responsible for developing and executing strategic marketing initiatives that promote the company’s specialized financial services. They focus on enhancing brand awareness, engaging target audiences, and generating leads through various channels, including digital marketing, content creation, and community outreach. Their efforts aim to effectively communicate the value of Merit’s services in navigating complex financial situations during life transitions.

Merit Financial Advisors

Org chart

Teams

Client Services Team

Financial Operations

Leadership Team

Operations and Project Management Team

Marketing Team

Offices

Merit Financial Advisors

Org chart

Teams

Client Services Team

Financial Operations

Leadership Team

Operations and Project Management Team

Marketing Team

Offices

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