Merit | Birmingham Location
Birmingham, AL
3595 Grandview Pkwy, Suite 425
Birmingham, AL 35243
Phone: 205.969.8011
Fax: 205.969.8014
Toll-Free: 1.866.309.9194
Scott Crowe
Wealth Manager, Branch Manager, Partner
Scott Crowe
Wealth Manager, Branch Manager, Partner
Scott is a registered representative with LPL Financial and an Investment Advisor Representative with Merit Financial Advisors. An Auburn University graduate, Scott began his career directly out of college with a local independent broker/dealer.
With a clear understanding and commitment to personal finance, Scott decided to pursue a career that builds on his education and his desire to help others manage and work towards their financial goals. Scott joined Merit Financial Advisors in 2011 and has over 10 years of experience in the investment and financial industry. His experience includes overseeing the Central Alabama Region at T.D. Ameritrade where he was responsible for over $300 million in client assets. "Financial planning is a mix of expectations, managing risk, and discipline. However, I feel honesty and character are equally important qualities when working with a professional advisor. These are all attributes I wish to convey to my clients."
Scott lives in Birmingham with his wife, Megan and daughter, Piper. In his free time he can be seen pursuing home renovation projects, spending time with his family and friends, and his dog, Man-man.
Billy Focia
Wealth Manager
Billy Focia
Wealth Manager
Billy Focia is a wealth manager for Merit focusing on developing strategies for client’s goals for investment and retirement. Billy enjoys helping to guide his clients towards a pursuit of a successful financial future. He received his Bachelor’s degree in Marketing from Auburn University at Montgomery. Billy likes to travel with his kids, play golf and mentor the youth.
Crista Roemen
Client Development Manager
Crista Roemen
Client Development Manager
Crista Roemen is a Client Development Manager for Merit focusing on marketing and establishing a relationship with the Merit public through events and strategic communication efforts. She enjoys getting to know our clients and learning better ways to meet their needs. Crista received her Bachelors Degree in Public Relations from Auburn University, but she's a Bama fan...Roll Tide! She likes to spend time with her husband and their 3 fur babies - Lily, Scout and Rose. She also loves to travel and see new places.
Steve Hancock
Client Service Manager
Steve Hancock
Client Service Manager
Steve Hancock is a Client Service Manager for Merit, focusing on servicing client needs and maintaining excellent client relationships. Steve enjoys interacting with clients to ensure that they are comfortable with their relationship with Merit. Steve received his Bachelors of Science in Marketing degree from The University of Alabama at Birmingham. He is also a professional musician and has played keyboards for various groups and churches in addition to producing. He also likes photography and traveling. Steve recently retired from a 42-year career with AT&T before coming to Merit.
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