Meritrust Wealth Management Employee Directory

Financial ServicesKentucky, United States11-50 Employees

At Meritrust Wealth Management, we are focused on you and your goals. Your working life. Your retirement income. Your legacy. Unlike most national banks and wirehouses, we are truly independent. We strive for investment strategies that fit your needs, not fill a sales quota.

Our team of Advisors assists generations of clients to help protect, build, and manage their wealth. We are uniquely positioned to offer tax savings advice and asset protection strategies. Independence. Advice. Merit. Trust.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Meritrust Wealth Management is not affiliated with Kestra IS or Kestra AS.
www.finra.org and www.sipc.org

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS nor Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-553-7872.

Find Meritrust Wealth Management employees' phone numbers or email addresses

Meritrust Wealth Management Global Highlights

Location
Employees

North America
23

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  • United States Of America
    21
  • Canada
    2

Meritrust Wealth Management's Leadership

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    J. K.
    Partner
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  • Stylized image of a person
    F. H.
    Senior Wealth Manager Partner
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  • Stylized image of a person
    G. R.
    Owner
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    C. D.
    Vice President
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  • Stylized image of a person
    J. B.
    Operations Manager
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    T. F.
    Senior Financial Consultant
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    N. M.
    Financial Advisor
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  • Stylized image of a person
    J. B.
    Associate Advisor
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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
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    J. K.
    Partner
    Phone icon
    United StatesKentucky
    Mar 23, 2026
  • Stylized image of a person
    F. H.
    Senior Wealth Manager Partner
    Phone icon
    Jul 10, 2024
  • Stylized image of a person
    G. R.
    Owner
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    C. D.
    Vice President
    Phone icon
    CanadaOntario
    Nov 17, 2025
  • Stylized image of a person
    J. B.
    Operations Manager
    Phone icon
    Mar 23, 2026
  • Stylized image of a person
    T. F.
    Senior Financial Consultant
    Phone icon
    United StatesKentucky
    Mar 25, 2026
  • Stylized image of a person
    N. M.
    Financial Advisor
    Phone icon
    United StatesKentucky
    Sep 11, 2025
  • Stylized image of a person
    J. B.
    Associate Advisor
    Phone icon
    United StatesKentucky
    Mar 24, 2026
  • Stylized image of a person
    K. H.
    Client Service Associate
    Phone icon
    United StatesKentucky
    Oct 20, 2025
  • Stylized image of a person
    T. J.
    Client First Team
    Phone icon
    United StatesGeorgia
    Mar 24, 2026

Frequently Asked Questions

What is Meritrust Wealth Management known for?

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Meritrust 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 . Explore Meritrust Wealth Management's company overview page for more information.

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

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Meritrust 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?

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Meritrust Wealth Management has approximately 14 employees as of March 2026. These team members are located across 1 continents, including North America.

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

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As of March 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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