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Meritrust Wealth Management Employee Directory

Financial ServicesKentucky, United States11-50 Employees

Meritrust Wealth Management operates in the financial services sector, offering independent wealth management and advisory services that center on clients' working years, retirement income, and legacy planning. Unlike many large banks and wirehouses, the firm emphasizes independence and aims to tailor investment strategies to individual needs rather than pursue sales quotas.
Securities are offered through Kestra Investment Services, LLC, and investment advisory services are provided through Kestra Advisory Services, LLC, affiliates of Kestra IS, with Meritrust Wealth Management not affiliated with Kestra IS or Kestra AS. Based in Louisville, Kentucky, the firm operates under regulatory disclosures noting that representatives may only conduct business with residents where they are registered and that not all products are available in every state, with a compliance contact available.

Find Meritrust Wealth Management employees' phone numbers or email addresses

Meritrust Wealth Management Global Highlights

Location
Employees

North America
23

Minus sign iconPlus sign icon
  • United States Of America
    21
  • Canada
    2

Meritrust Wealth Management's Leadership

  • Stylized image of a person
    J. K.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    F. H.
    Senior Wealth Manager Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. R.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. D.
    Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. B.
    Operations Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. F.
    Senior Financial Consultant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. M.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. B.
    Associate Advisor
    Phone icon
    Mobile Phone

Meritrust Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Meritrust Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. K.
    Partner
    Phone icon
    Mobile Phone
    United StatesGeorgia
    Jun 08, 2026
  • Stylized image of a person
    F. H.
    Senior Wealth Manager Partner
    Phone icon
    Mobile Phone
    Jul 10, 2024
  • Stylized image of a person
    G. R.
    Owner
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    C. D.
    Vice President
    Phone icon
    Mobile Phone
    CanadaOntario
    May 31, 2026
  • Stylized image of a person
    J. B.
    Operations Manager
    Phone icon
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    T. F.
    Senior Financial Consultant
    Phone icon
    Mobile Phone
    United StatesKentucky
    Jun 28, 2026
  • Stylized image of a person
    N. M.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesKentucky
    Jun 08, 2026
  • Stylized image of a person
    J. B.
    Associate Advisor
    Phone icon
    Mobile Phone
    United StatesKentucky
    Mar 24, 2026
  • Stylized image of a person
    K. H.
    Client Service Associate
    Phone icon
    Mobile Phone
    United StatesKentucky
    Jun 29, 2026
  • Stylized image of a person
    T. J.
    Client First Team
    Phone icon
    Mobile Phone
    United StatesGeorgia
    Mar 24, 2026

Frequently Asked Questions

What is Meritrust Wealth Management known for?

Minus sign iconPlus sign iconMeritrust Wealth Management was founded in 1999 operates in the Financial Services industry. The company's main headquarters is located in 10200 Forest Green Boulevard Louisville, Kentucky 40223 United States; you can contact the main corporate office by phone at
+1-502-882-****
. Explore Meritrust Wealth Management's company overview page for more information.

What is Meritrust Wealth Management's most common email format?

Minus sign iconPlus sign iconMeritrust Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Meritrust Wealth Management email formats with LeadIQ.

How many employees does Meritrust Wealth Management have currently?

Minus sign iconPlus sign iconMeritrust Wealth Management has approximately 14 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Meritrust Wealth Management's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Meritrust Wealth Management's key employees include:

  • Partner: J. K.
  • Senior Wealth Manager Partner: F. H.
  • Owner: G. R.
  • Vice President: C. D.
  • Operations Manager: J. B.

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