Financial Advisors in Albany, GA
Contact
Phone: 229-883-3500
Fax: 229-888-6595
Location
2551 Lafayette Plaza Dr.
Albany, GA 31707
Financial Services Offered in Albany, GA
At Merit Financial Advisors in Albany, GA, we offer a comprehensive suite of financial services designed to cater to your evolving needs. Our team of professionals is committed to providing personalized solutions that align with your long-term goals and aspirations. Whether you're seeking wealth management, investment strategies, retirement planning, tax strategies, financial or estate planning, we have decades of experience and resources to guide you and your loved ones every step of the way. With a client-centric approach and a deep understanding of the financial landscape, we deliver tailored strategies and insights to help you navigate the complexities of today's market. Experience the Merit way and embark on a journey toward financial success and confidence. Let’s build your tomorrow, together.
- Financial Planning
- Wealth Enhancement
- Wealth Transfer
- Estate Planning
- Estate Administration
- Tax planning/strategies
- Retirement Planning
- Life Transitions
- Charitable Giving
- Risk Management
- Wealth Protection
- Insurance gap analysis
- Investment Management
- Portfolio Performance Analysis
- Risk tolerance
- Asset Allocation
- Withdrawal Strategies
- Concentrated stock divestiture strategies
- Comprehensive investment analysis
- Concierge Services which Include:
- Coordination with Other Professionals
- Proactive Family Meetings
Our Team
Thomas A. Padgett, Sr.
Wealth Manager
Thomas A. Padgett, Sr.
Wealth Manager
Thomas A. Padgett, Sr. is a Wealth Manager for Merit. He has over 51 years of experience in many financial areas, such as banking, financial counseling, and detailed financial analysis. He’s a Registered Principal with LPL Financial and holds the following registrations: FINRA Series 7, General Securities Representative; FINRA Series 63, Unified State Securities Law; FINRA Series 65, Uniform Investment Advisor; FINRA Series 24, General Securities Principal.
Thomas received his Bachelor of Science in Economics from Georgia Southern University. He’s a member and past president of the Kiwanis Club of Dougherty County and is active in many other community organizations. He’s also a life-long resident of the Albany, Georgia area.
Thomas W. Gay
Wealth Manager
Thomas W. Gay
CRPC®
Wealth Manager
Thomas W. Gay is a Wealth Manager at Merit. He has over 47 years of experience in financial services, such as banking and financial counseling. He’s a Registered Representative with LPL Financial and holds the following registrations: FINRA Series 7, General Securities Representative; FINRA Series 66, Uniform Combined State Law; FINRA Series 9 and 10, General Securities Sales Supervisor.
Thomas received his Bachelor of Business Administration with a major in Finance from Georgia State University, is a graduate of the Georgia Banking School at the University of Georgia, and completed coursework for the Certified Financial Planning (CFP) certification from Florida State University. He was born in Sylvester, Georgia, and has worked and lived in the Albany area since 1979.
Bruce C. Gordon
Wealth Manager
Bruce C. Gordon
Wealth Manager
Bruce C. Gordon is a Wealth Manager at Merit. He has over 27 years of experience in financial areas, such as life insurance, long-term care, and managed accounts. He’s a Registered Representative of LPL Financial and holds the following registrations: FINRA Series 7, General Securities Representative; FINRA Series 63, Unified State Securities Law; and FINRA Series 65, Uniform Investment Advisor.
Bruce has been the Pastor of Antioch Baptist Church for over 25 years. He was born in Bainbridge, Georgia, and resides in Sylvester, Georgia.
Deborah Dougherty
Client Service Manager
Ready to discuss your financial future?
Schedule a free consultation with one of our Wealth Managers today.