RK

Rick Kent

Chief Executive Officer

Merit Financial Advisors

Alpharetta, Georgia


Contact Information

Email
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Company Information

Company
Merit Financial Advisors
Industry
financial services
Employees
230.0
Seniority
C suite
Annual Revenue
22100000.0
Latest Funding
Other

Technologies

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Keywords

wealth management retirement planning risk mitigation investment management divorcees estate planning financial planning mergers acquisitions independent advisors widowhood succession planning hybrid ria financial advisor independent financial advisor growth strategy technology fintech wealthtech portfolio strategy women leaders financial advisory investment strategy life transitions divorce finance career transition support insurance planning business owner strategies fiduciary services portfolio management wealth protection tax optimization charitable giving risk management financial education client education market updates financial resources financial calculators wealth preservation comprehensive planning emerging wealth legacy planning tax planning financial goals personalized strategies retirement solutions executive financial planning sudden wealth management asset allocation investment philosophy multi-generational planning client relationship management financial advisor support mergers & acquisitions business development professional alliance cfa advisory fiduciary duty financial technology consultation scheduling personal finance advice holistic financial strategies portfolio performance analysis risk evaluation financial services law practice legal services finance technology information technology & services financial consulting consulting management consulting b2b

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