Merit Financial Advisors
Merit Financial Advisors' mission is focused on growth - both supporting clients in exceeding their financial goals and supporting advisors in evolving and expanding their businesses. Merit Financial Advisors supports advisors affiliated with independent broker-dealers, as well as those who are registered investment advisors. Merit provides its advisors and offices with practice management resources, an industry-leading technology platform, superior operational support, and the investment expertise needed to drive growth and deliver a superior client experience. If you are looking to take your firm to the next level, please visit Investment advice offered through Merit Financial Group, LLC, an SEC-registered investment adviser.
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Verified contacts
200
available on Kipplo
LinkedIn employees
315
201 to 500 range
Open roles
—
no listings
Distinct roles
119
indexed titles
Tech stack
3
tools in use
Monthly traffic
3.2K
organic / mo
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Decision-makers and verified team members
200 contacts with verified email or phone · masked until revealed.
- DB
Doug Blanton
Director of Finance · Finance & Accounting
EmailPhone - HJ
Hope Jochimsen
Client Services Specialist · Customer/Client Service
EmailPhone - SM
Scott Meyer
Financial Advisor · Finance & Accounting
EmailPhone - ML
Maryann Lawson
Sr Client Service Manager Partner · Other
EmailPhone - BM
Blaine Malcolm
Partner, Wealth Manager · Finance & Accounting
EmailPhone - BB
Bob Birgen
Wealth Manager - Partner · Finance & Accounting
EmailPhone - DT
D. Tyler Vernon
Regional Director, Partner · General Business & Management
EmailPhone - JG
Joseph Guidish
Director of Alternatives · Finance & Accounting
EmailPhone - NC
Nora Collins
Director of Client Relations · Customer/Client Service
EmailPhone
Showing 9 of 200 verified contacts
Top roles at Merit Financial Advisors
119 distinct titles indexed · top 10 shown.
- 30wealth manager
- 9client services manager
- 9service advisor
- 8senior client service manager
- 8wealth manager partner
- 7client service manager
- 6financial advisor
- 6partner, wealth manager
- 6senior client services manager
- 6wealth manager, partner
- +109more titles
Sign up to unlock all 200 contacts at Merit Financial Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 200 verified contacts at Merit Financial Advisors
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