Merit | Jacksonville Location
Jacksonville, FL
8826 Goodby’s Executive Dr, Suite B
Jacksonville, FL 32217
Phone: 904.733.1123
Fax: 904.733.9952
Toll-Free: 1.888.733.1102
Bill Traer
Director of Mergers and Acquisitions
Bill Traer
CPA™, CFP®
Director of Mergers and Acquisitions
Bill Traer is the Director of Mergers and Acquisitions for Merit focusing on growing the company thru strategic relationships with other financial advisory firms. He enjoys playing a part in expanding the company thru mergers and acquisitions. Bill received a Bachelor in Business Administration from the University of North Florida where he received his CPA™ and CFP®. He likes to spend time with his extended family, traveling, skiing, charitable activities, and other active pursuits.
Stephen Frick
Wealth Manager, Branch Manager
Stephen Frick
Wealth Manager, Branch Manager
Stephen Frick is a Wealth Manager for Merit in the Jacksonville branch. Stephen embraces any opportunity for relationship-building and meaningful engagement with his clients. He brings to the table 14 years of experience in both the banking and financial services industries. He learned from a young age that he enjoys collaborating with others and has a passion for working in groups with a common goal. Stephen's personal mission statement is to create and foster an environment of collaboration and togetherness.
Kimberly Fulton
Client Service Manager
Kimberly Fulton
Client Service Manager
Kimberly is a Client Service Manager for Merit focusing on assisting clients with their account needs by providing excellent service that goes beyond their expectations. She enjoys strengthening relationships with clients by building trust with integrity. Kimberly received her Bachelors Degree from Earlham College. She likes to read and garden and enjoys birdwatching and beach coming.
Gayle Terrebonne
Client Service Manager
Gayle Terrebonne
Client Service Manager
Gayle Terrebonne is a Client Service Manager for Merit focusing on maintaining long term relationships with our clients. She enjoys building relationships with clients. Gayle retired from AT&T in 2003 and started her second career with Merit. She likes to do needlework projects and enjoys visiting with her 5 grandchildren.
Greg Smith
Client Development Manager
Greg Smith
Client Development Manager
Greg Smith is a Client Development Manager for Merit focusing on marketing operations in North Florida. He enjoys assisting people in finding wealth management strategies and guiding people to prepare for retirement with Merit advisors. Greg received his Bachelor's degree in Business Administration from the University of North Florida. He likes to cook with his own homegrown fruits and vegetables.