Merit Financial logo

Merit Financial Employee Directory

Financial ServicesUnited States11-50 Employees

Merit Financial is a Georgia-based financial services firm that focuses on financial planning and wealth management for high-net-worth individuals and families, as well as clients navigating life transitions. The company operates within the independent wealth management sector and has been involved in a series of strategic moves that broaden its footprint, including partnerships and acquisitions that integrate advisory practices under its umbrella. Recent developments show Merit Financial engaging in a strategic partnership with Prizm Insurance and expanding its leadership team with new executives in financial planning, reflecting growth in its advisory services and scope of offerings. Based in the United States and serving clients across the region, Merit Financial emphasizes an integrated approach to wealth management through collaboration and expanded advisory capacity.

Find Merit Financial employees' phone numbers or email addresses

Merit Financial Global Highlights

Location
Employees

North America
65

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  • United States Of America
    64
  • Canada
    1

Africa
1

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  • Zimbabwe
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Oceania
1

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  • Vanuatu
    1

Merit Financial's Leadership

  • Chief Investment Officer at Merit Financial
    K. S.
    Chief Investment Officer
  • Partner at Merit Financial
    M. F.
    Partner
  • Information Technology; General R&d; Cto; Cio at Merit Financial
    S. S.
    Information Technology; General R&d; Cto; Cio
  • Wealth Manager, Partner at Merit Financial
    T. P.
    Wealth Manager, Partner
  • Managing Partner at Merit Financial
    W. M.
    Managing Partner
  • Director at Merit Financial
    A. Z.
    Director
  • Director Of Client Relations at Merit Financial
    L. D.
    Director Of Client Relations
  • Director Of Operations at Merit Financial
    N. F.
    Director Of Operations

Merit Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Sales
  • Supply Chain
  • Other

Contact profiles from Merit Financial

Name
Title
Contact
Location
Last Update
  • Chief Investment Officer at Merit Financial
    K. S.
    Chief Investment Officer
    Oct 16, 2024
  • Partner at Merit Financial
    M. F.
    Partner
    Oct 22, 2024
  • Information Technology; General R&d; Cto; Cio at Merit Financial
    S. S.
    Information Technology; General R&d; Cto; Cio
    Oct 22, 2024
  • Wealth Manager, Partner at Merit Financial
    T. P.
    Wealth Manager, Partner
    Feb 17, 2025
  • Managing Partner at Merit Financial
    W. M.
    Managing Partner
    Oct 17, 2024
  • Director at Merit Financial
    A. Z.
    Director
    Oct 21, 2024
  • Director Of Client Relations at Merit Financial
    L. D.
    Director Of Client Relations
    Oct 23, 2024
  • Director Of Operations at Merit Financial
    N. F.
    Director Of Operations
    Oct 22, 2024
  • Manager, Client Relations at Merit Financial
    B. H.
    Manager, Client Relations
    Oct 18, 2024
  • Manager at Merit Financial
    D. D.
    Manager
    Oct 23, 2024

Frequently Asked Questions

What is Merit Financial known for?

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Merit Financial operates in the Financial Services industry. You can contact Merit Financial's main corporate office by phone at . Explore Merit Financial's company overview page for more information.

What is Merit Financial's most common email format?

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

How many employees does Merit Financial have currently?

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Merit Financial has approximately 32 employees as of August 2026. These team members are located across 4 continents, including North America, Africa and Europe.

Who are Merit Financial's key employees and leadership?

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

  • Chief Investment Officer: K. S.
  • Partner: M. F.
  • Information Technology; General R&d; Cto; Cio: S. S.
  • Wealth Manager, Partner: T. P.
  • Managing Partner: W. M.

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