Amelia Wood

Chief Transitions Officer | Partner at Merit Financial Advisors

Amelia Wood has over 20 years of work experience, starting in 1995 as the Director of Administration at Athletic Clubs of America. Amelia then worked as an Accounting Manager at Computone Corporation from 1998 to 2001. Since 2001, Amelia has been working at Merit Financial Advisors, where they are currently the Chief Transitions Officer and Partner. Amelia'sresponsibilities at Merit include onboarding acquired and independent advisor partner firms to the Merit platform, using their expertise in accounting, payroll/benefits, compliance, technology, and business management to assist in the transition process.

Amelia Wood obtained their Bachelor's degree in Management from the University of South Florida from 1993 to 1997. Amelia has also obtained certifications in Series 7, 63, and 24 from the Financial Industry Regulatory Authority (FINRA), although the exact month and year of obtaining the certifications are not provided.

Links


Org chart