Merit Financial Advisors Employee Directory

Q: What is Merit Financial Advisors known for?

Merit Financial Advisors was founded in 1998. Merit Financial Advisors operates in the Financial Services industry.

Q: How many employees does Merit Financial Advisors have currently?

Merit Financial Advisors has approximately 319 employees.

Financial ServicesGeorgia, United States201-500 Employees

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 https://www.meritfinancialadvisors.com/for-advisors/

Investment advice offered through Merit Financial Group, LLC, an SEC-registered investment adviser.

Find Merit Financial Advisors employees' phone numbers or email addresses

Merit Financial Advisors Global Highlights

North America
326

United States Of America
326

Merit Financial Advisors's Leadership

R. K.
Chief Executive Officer
Mobile Phone
Email
J. D. K.
Cfo Of Life Changing Events At Merit Financial
Mobile Phone
Email
J. C.
Chief Growth Officer
Mobile Phone
Email
D. B.
Chief Compliance Officer
Mobile Phone
Email
B. K. G.
Chief Product Officer
Mobile Phone
Email
C. L.
Chief Operating Officer
Mobile Phone
Email
M. M.
Chief Financial Officer
Mobile Phone
Email
A. W. H.
Chief Advisor Success Officer
Mobile Phone
Email

Merit Financial Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Sales
Community & Social Services
Finance
Accounting
Other
Legal

Contact profiles from Merit Financial Advisors

Name

Title

Contact Info

Location

Last Update

M. F. S.
Partner And Wealth Manager
Mobile Phone
Email
United StatesNew Jersey
Oct 20, 2025
D. M. S.
Partner, Wealth Manager
Mobile Phone
Email
Nov 11, 2025
Z. M.
Regional Director, Branch Manager, Partner
Mobile Phone
Email
United StatesWisconsin
Aug 08, 2025
P. J. M.
Managing Partner
Mobile Phone
Email
United States
Sep 19, 2024
D. M.
Regional Director, Partner
Mobile Phone
Email
United StatesOklahoma
Feb 05, 2026
M. A.
Wealth Manager | Partner
Mobile Phone
Email
United StatesWisconsin
Oct 26, 2025
A. B.
Chief Financial Officer
Mobile Phone
Email
Oct 22, 2024
A. W.
Chief Transitions Officer | Partner
Mobile Phone
Email
United StatesGeorgia
Jan 30, 2026
C. M. R.
Service Advisor And Partner
Mobile Phone
Email
Oct 17, 2024
J. R.
Wealth Manager, Partner
Mobile Phone
Email
Sep 09, 2025

Frequently Asked Questions

What is Merit Financial Advisors known for?

Merit Financial Advisors was founded in 1998 operates in the Financial Services industry. The company's main headquarters is located in 2400 Lakeview Parkway Suite 550 Alpharetta, Georgia 30009 United States; you can contact the main corporate office by phone at

+1-678-867-****

. Explore Merit Financial Advisors's company overview page for more information.

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

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?

Merit Financial Advisors has approximately 319 employees as of February 2026. These team members are located across 1 continents, including North America.

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

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

Chief Executive Officer: R. K.
Cfo Of Life Changing Events At Merit Financial: J. D. K.
Chief Growth Officer: J. C.
Chief Compliance Officer: D. B.
Chief Product Officer: B. K. G.

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