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Merit Financial Advisors Employee Directory

Financial ServicesGeorgia, United States201-500 Employees

Merit Financial Advisors is a Georgia-based financial services firm that prioritizes growth for both its clients and its affiliated advisors. It supports advisors affiliated with independent broker-dealers as well as those registered as investment advisers, providing practice management resources, a technology platform, and robust operational support alongside investment expertise to drive growth and deliver a strong client experience.
The firm serves high-net-worth individuals and families and those navigating life transitions, placing itself in the independent wealth-management segment of the financial services industry. Based in Alpharetta, Georgia, Merit describes itself as a mid-sized advisory firm that offers investment advice through Merit Financial Group, LLC, an SEC-registered investment adviser. In 2026, public coverage noted leadership appointments and strategic partnerships as part of its ongoing expansion.

Find Merit Financial Advisors employees' phone numbers or email addresses

Merit Financial Advisors Global Highlights

Location
Employees

North America
373

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  • United States Of America
    373

Merit Financial Advisors's Leadership

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    J. D. K.
    Cfo Of Life Changing Events At Merit Financial
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    A. B.
    Chief Financial Officer
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    J. K.
    Vice President Operations
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    K. M.
    Regional Director | Partner
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    S. D.
    Wealth Manager | Partner
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    N. Y.
    Partner, Wealth Manager
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    C. H. C.
    Wealth Manager | Partner
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    H. H. C.
    Wealth Manager, Partner At Merit Financial
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Merit Financial Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Sales
  • Community & Social Services
  • Finance
  • Accounting
  • Other
  • Legal
  • Human Resources

Contact profiles from Merit Financial Advisors

Name
Title
Contact Info
Location
Last Update
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    C. M. R.
    Service Advisor And Partner
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    Oct 17, 2024
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    J. R.
    Wealth Manager, Partner
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    Sep 24, 2025
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    M. P.
    Managing Partner
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    Oct 21, 2024
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    M. J.
    Partner
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    Oct 21, 2024
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    D. W.
    Vice President, Strategic Partnerships
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    Jun 30, 2026
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    D. R.
    Vice President
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    Jun 25, 2026
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    J. K.
    Vice President Operations
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    Jul 22, 2026
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    C. E.
    Creative Director
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    Apr 17, 2024
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    G. R.
    Client Services Manager
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    Apr 16, 2026
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    E. P.
    Relationship Manager
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    Oct 21, 2024

Frequently Asked Questions

What is Merit Financial Advisors known for?

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Merit Financial Advisors was founded in 1998 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Merit Financial Advisors's company overview page for more information.

What is Merit Financial Advisors's most common email format?

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Merit Financial Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Merit Financial Advisors email formats with LeadIQ.

How many employees does Merit Financial Advisors have currently?

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Merit Financial Advisors has approximately 369 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Merit Financial Advisors's key employees and leadership?

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As of July 2026, Merit Financial Advisors's key employees include:

  • Cfo Of Life Changing Events At Merit Financial: J. D. K.
  • Chief Financial Officer: A. B.
  • Vice President Operations: J. K.
  • Regional Director | Partner: K. M.
  • Wealth Manager | Partner: S. D.

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