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.
Adam Smith
Investment Operations Associat...
Carly Hensley CFS®
Wealth Manager | Partner
Dana Pierce
Relationship Manager | Financi...
Doug Blanton, CFA®
Chief Financial Officer
Hollis Hardiman CDFA...
Wealth Manager, Partner at Mer...
Jeff Ackler, CFP®
CERTIFIED FINANCIAL PLANNER™ P...
Joe Cilley, CFP®
Vp, Financial Planning
Joy D. Kirsch, CFP, ...
CFO of Life Changing Events at...
Kristen C.
Wealth Manager
Myles Johnson
Investment Operations Associat...
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