Merit Financial Advisors Email Formats

Financial Services • Alpharetta, Georgia, United States • 201-500 Employees

Merit Financial Advisors Email Formats

Merit Financial Advisors uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@meritfinancialadvisors.com), used 80% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@meritfinancialadvisors.com	80%
{first name}{last name}	johndoe@meritfinancialadvisors.com	20%

Key Contacts at Merit Financial Advisors

Trey Grissom

Branch Director, Partner

Jooliana Krummel

Director Of Strategic Partnerships

Kris Maksimovich

Regional Director | Partner

Chris Powers

Regional Director | Partner - Merit Financial Advisors

Joseph Guidish

Director Of Alternatives

Robyn E. Jameson

Managing Director, Partner

Alex Barthold

Rvp And Director, Partner Programs

Erika Smith

Creative Director

Kirk Wilkerson

Regional Director │ Partner

Lisa Odoski

Branch Operations Director

Company overview

Headquarters	2400 Lakeview Parkway, Suite 550, Alpharetta, GA 30009, US
Phone number	+18666376949
Websites	meritfa.com meritfinancialadvisors.com
NAICS	52
Keywords	Financial Advisor, Succession Planning, Wealth Management, Retirement Planning, Technology, Mergers & Acquisitions, Financial Planning, Estate Planning, Investment Management, Risk Mitigation, Fintech, Growth Strategy, Portfolio Strategy, Wealthtech, Women Leaders, Independent Financial Advisor, Divorcees, Independent Advisors, Hybrid Ria, Widowhood
Founded	1998
Employees	201-500
Socials

About Merit Financial Advisors

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.

Employees by Management Level

Total employees: 201-500

Seniority

Employees

Manager

Partner

Entry

Employees by Department

Merit Financial Advisors has 145 employees across 11 departments.

Departments

Number of employees

Funding Data

Explore Merit Financial Advisors's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2021-02-11	11	N/A
2025-08-07	21	N/A

Funding Insights

Number of funding rounds

Merit Financial Advisors Tech Stack

Discover the technologies and tools that power Merit Financial Advisors's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Draftpress HFCM

WordPress plugins

Elementor

Page builders

HTTP/3

Miscellaneous

PHP

Programming languages

Open Graph

Miscellaneous

WP Rocket

Caching

WordPress

Blogs

YouTube

Video players

cdnjs

CDN

MySQL

Databases

Beaver Builder