


Merit Wealth Advisors Email Formats
Financial Services • Maitland, Florida, United States • 11-20 Employees
Merit Wealth Advisors Email Formats
Merit Wealth Advisors uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@meritwa.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@meritwa.com | 66.7% |
{first name}.{last name} | john.doe@meritwa.com | 33.3% |
Key Contact at Merit Wealth Advisors
Martina Depue
Director Of Administration
Company overview
| Headquarters | 1060 Maitland Center Common Blvd, 365, Maitland, Florida 32751, US |
| Phone number | +14076611225 |
| Website | |
| NAICS | 52 |
| Keywords | Risk Management, Investment Planning, Asset Management, Retirement Planning, Wealth Accumulation, Financial Planning, Education Funding |
| Employees | 11-20 |
| Socials |
About Merit Wealth Advisors
Our mission is to help our clients create clarity, comfort and confidence through holistic financial planning. We strive to deliver a superior client experience while strengthening our long-term relationships through professionalism, friendliness and reliability. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Synergy Investment Management, an SEC Registered Investment Advisor. Synergy Investment Management and Merit Wealth Advisors are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. CASL® conferred by The American College of Financial Services.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Merit Wealth Advisors has 3 employees across 1 departments.
Departments
Number of employees
Funding Data
Merit Wealth Advisors has never raised funding before.
Merit Wealth Advisors Tech Stack
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