Broker Check

Orlando Office

    David J. Schlitt, CLU®, ChFC®, CASL® 

    Wealth Management Advisor

    David has over 27 years of experience in the financial services industry.  His career started after graduating from Florida State University with a Bachelor of Science Degree in Finance.

    David is passionate about helping clients pursue and maintain their financial goals through a comprehensive planning process.  He enjoys getting to know clients and their unique family situations and he focuses on building long lasting relationships through consistency, trust and mutual respect.

    His areas of experience are Wealth Accumulation and Preservation Management Strategies, Comprehensive Financial Planning, Investment Analysis, Retirement Income Planning, Executive Benefits, and Risk Management Strategies.  Along with his designations, David holds his FL 2-15 Insurance License, Series 63,  Series 66, and Series 7.

    In his free time he enjoys going to FSU football games, fishing, fitness and spending time with his wife and their two children.

    Solomon Shen, CRPC®

    Wealth Management Advisor

    Solomon has over 32 years of professional executive and financial management experience.  His entrée as a Wealth Management Advisor began in 2010 after being a director with AT&T supporting back office trading platforms and operations for Merrill Lynch.  Sol’s mission is to provide objective financial advice and guidance in building, maintaining and preserving wealth for his clients and their families.  He is passionate about helping his clients pursue their financial goals through a comprehensive planning process. 

    His areas of experience include Comprehensive Financial Planning, Retirement Income and Legacy Planning, Investment Analysis, Social Security, Medicare and Long-Term Care Planning, Wealth Accumulation, Preservation and Distribution Management Strategies

    Sol’s licenses include Series 7, Series 66, Series 63, and the FL 2-15 Insurance license as well as his CRPC® designation.

    Sol enjoys golf, deep sea fishing, scuba diving and spending time with his wife, Carolyn, along with several of their rescue dogs.

    Nicole S. Foreman, CFP®

    Investment Operations Manager

    Nicole started her career in the financial services industry in 2007 soon after graduating from Florida State University.  She is involved in every step of the client experience and is the liaison between the client and advisor. Her main focus is the daily investment operations of the branch office and working with our team of advisors to ensure the client’s expectations are exceeded.  Nicole’s self-motivation, reliability, and thoroughness are what make her an integral part of Merit Financial Advisors.  She currently holds her Series 6, Series 63, FL 2-15 Life, Heath, and Variable Annuities as well as her CFP® designation.

    Nicole enjoys gardening and yoga as well as spending time with her husband, Justin, and their dog, Finnegan.  In their free time they enjoy the outdoors and spending time with their friends and family.

    Martina DePue

    Marketing Director

    Martina began her financial services career in 2002.  She earned a Bachelor of Science degree in Financial Management with an emphasis on Communication from Bob Jones University.  Martina’s passion is getting it done right.   Her mission is to provide the highest level of service to clients.  Her detailed and organized approach to helping clients with their financial needs shows in her consistent follow-up.  When Martina is not directly interacting with clients, she’s continually working hard to create a better client experience by overseeing IT, infrastructure improvements, systems management and coordinating client events.  She currently holds her Life, Health, and Variable Annuities License as well as her Series 6.

     Martina and her family love spending time outdoors:  camping, kayaking and hiking.