Financial Advisors in Birmingham, AL
Contact
Phone: 205.969.8011
Fax: 205.969.8014
Toll-Free: 1.866.309.9194
Location
3595 Grandview Pkwy Dr.
Suite 225
Birmingham, Alabama 35243
Financial Services Offered in Birmingham, AL
At Merit Financial Advisors in Birmingham, AL, 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
- Navigating Social Security and Medicare
Our Team
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.
Melissa Griffith
Relationship Manager
Ready to discuss your financial future?
Schedule a free consultation with one of our Wealth Managers today.