Merit Wealth Advisors Overview
Contact top employees from
Merit Wealth Advisors
Summary
Our mission is to help our clients create clarity, comfort and confidence through holistic financial planning. We strive to deliver a superior client experience while strengthening our long-term rel...Show more
Merit Wealth Advisors industries
Financial Services
Headquarters Location
Merit Wealth Advisors Employees Size
1-10 employees
Specialties
Financial Planning, Asset Management, Wealth Accumulation, Investment Planning, Risk Management, Education Funding, Retirement Planning
Merit Wealth Advisors Employees Turnover 2 quarter 2025
Number of employees switched from or switched to
17Total number all of employee turnover
< 9joined positions
< 8joined positions
Current employees switched from
4
Merit Wealth Advisors
Client Service Associate
3
Service Advisor
1
1
Fellowship Financial Group
Financial Advisor
1
1
Thrivent
Service Advisor
1
1
Wealth Enhancement
Regional Vice President
1
1
Allianz Global Investors
Wealth Manager - Partner
1
1
Sigma Nu Fraternity, Inc.
Wealth Management Intern
1
Ex-employees switched to
B
1
Chatham Financial
Client Relationship Associate
1
B
1
FinServ Foundation
VP, Financial Planning
1
B3
Merit Wealth Advisors
Financial Planning Intern
1
Paraplanner Associate
1
Client Service Manager
1
B
1
Barrington High School
Intern
1
B
1
FlexTecs
Executive Assistant to Chief Executive Officer
1
Number of employees by department
17Total number all of employee turnover
< 3Service Advisor
< 3Client Service Associate
< 3Wealth Management Intern
< 2Intern
< 1Financial Advisor
< 1Client Relationship Manager
< 1Wealth Manager
< 1Data Engineer
< 1Regional Vice President
< 1Financial Planning Intern
Ex-employees positions
In Company
Service Advisor
3
Client Service Associate
3
Wealth Management Intern
3
Intern
2
Financial Advisor
1
Client Relationship Manager
1
Wealth Manager
1
Data Engineer
1
Regional Vice President
1
Financial Planning Intern
1
In New Company
1
Intern
1
Client Service Manager
1
Client Relationship Associate
1
Human Resources Generalist
1
Wealth Management Intern
1
Executive Assistant to Chief Executive Officer
1
Financial Planning Intern
1
Branch Operations Associate
1
VP, Financial Planning
1
Paraplanner Associate
Service Advisor
3
Client Service Associate
3
Wealth Management Intern
3
Intern
2
Financial Advisor
1
Client Relationship Manager
1
Wealth Manager
1
Data Engineer
1
Regional Vice President
1
Financial Planning Intern
1
Intern
1
Client Service Manager
1
Client Relationship Associate
1
Human Resources Generalist
1
Wealth Management Intern
1
Executive Assistant to Chief Executive Officer
1
Financial Planning Intern
1
Branch Operations Associate
1
VP, Financial Planning
1
Paraplanner Associate
1
Contact top employees from
Merit Wealth Advisors
Bryce Stacy
Client Service Associate
Martina Chisholm
VP-Marketing
Jeffrey Hillesland
Senior Client Services Manager
Laura Maher
Senior Client Service Manager
Hector Luna
Regional Vice President
Christopher Loutsis III
Wealth Manager / Regional Portfolio Manager
Connor Brechbill
Client Service Manager
Lauren Lewis
Manager, Partner Relationship Specialists
Zachary Green
Regional Vice President
Mitchell Parker
Wealth Manager
Chad Stevens
Wealth Manager
Craig Anderson
Wealth Manager
John Maresca
Client Relationship Manager
Lindsey Weins
Senior Client Services Manager
Michael Slowik
Regional Operations Manager
Barry Reid
Wealth Manager, Partner
Lori Price
Partner and Wealth Manager
Zac Beckerley
Wealth Manager
Bret Hackett
Wealth Manager
Greg Gerhard
Partner
Andy Schroeder
Wealth Manager
Jim Gaston
Director of Internal Accounting
Tom Bakamus
Wealth Manager | Partner
David Brounley
Senior Vice President/Region Director at Merit Financial Advisors
Kristen Carithers
Wealth Manager
Brian Green II
Executive Vice President; Managing Operating Principle
Brian Andrew
EVP, Chief Investment Officer
Tony DiGirolamo
Vice President of Technology
