Merit | Davidson Location
Davidson, NC
130 Harbour Place Dr, Suite 250
Davidson, NC 28036
Phone: 704.892.1288
Fax: 704.892.1388
Toll-Free: 1.888.890.4500
Scott Meyer
Financial Advisor, Branch Manager, Partner
Scott Meyer
Financial Advisor, Branch Manager, Partner
Scott started his financial planning career at Smith Barney, where he worked with individual wealth management, retirement plans and in the fixed income market. After leaving the large institution, he saw the benefit a boutique firm can offer their clients. The supportive environment, along with best in class service is what attracted Scott to Merit Financial Advisors. Raised in Atlanta, Scott holds a Bachelor degree from Valdosta State University, where he received both golf and academic scholarships.
At Merit Financial Advisors, Scott spends his time advising clients towards the pursuit of their financial goals. From early on in his career, Scott has had passion for helping others set and work towards their financial dreams. “I believe the biggest mistake people make for retirement is the failure to plan for it. That is why we, at Merit, like to work with our clients years before they retire. This personalized approach also allows a trusting relationship to naturally form.”
He is an active board member of the Valdosta State Alumni Chapter. In addition to his passion for the financial planning business, Scott enjoys playing golf, running and spending time with his daughter Austin.
Deb Stamets
Client Relations Manager
Deb Stamets
Client Relations Manager
Deb Stamets has been in the Davidson office for over four years and brings over 20 years of experience working with consumers and managing promotional marketing in the consumer products and sports marketing industries. Deb ensures that client reviews and meetings with the advisor are scheduled and that communication with clients for events, seminars, workshops and birthdays takes place. She also implements events, develops communication plans and proactive, relationship-oriented marketing strategies.
Deb brings her infectious positive attitude to all work she does in the office and with clients. It will not take you long to be laughing or smiling after talking with Deb. Her ability to brighten your day and to be proficiently organized makes Deb a vital resource to Merit Financial Advisors.
Deb grew up in Greensboro, North Carolina. She received an Associate of Arts degree from Peace College, and a Bachelor of Arts degree from North Carolina State University. She enjoys spending time with her husband, Derek, traveling, tennis, reading, and is an avid Wolfpack fan. She represented RJ Reynolds as Miss Winston for several years.
Tami Mathis
Client Service Manager | Registered Paraplanner
Tami Mathis
Client Service Manager | Registered Paraplanner
Tami Mathis, Registered Paraplanner, brings over a decade of experience in the financial services industry in compliance, operations and client service. She holds series 7 and 63 registrations through LPL Financial as well as her Life, Accident & Health Insurance and Long Term Care licenses.
Tami's passion is ensuring clients are well taken care of by making sure that all of the details regarding client accounts are covered. She enjoys client interaction and working with clients to gather necessary information so that the advisor can complete an accurate financial analysis and review. Tami oversees the operations department and day to day management of receipt and distribution of funds.
Tami grew up in Winston-Salem, NC and is a devoted mom. She earned her Bachelor of Science from the University of North Carolina in Charlotte. With an affinity for the outdoors and culture, Tami enjoys boating, hiking, traveling and sculpting. She is involved in the community with March for Babies, fundraising for the Boy Scout Troop of her son, Hough Marching Band and is a volunteer at Hough High School. She is also a long time member of Lake Forest Church in Davidson, NC.