Financial Advisors and Wealth Management in Jacksonville, FL
Contact
Phone: 904.733.1123
Fax: 904.733.9952
Toll-Free: 1.888.733.1102
Location
8826 Goodby’s Executive Dr.
Suite B
Jacksonville, FL 32217
Financial Services Offered in Jacksonville, FL
At Merit Financial Advisors in Jacksonville, FL, 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.
- Asset Protection
- Long Term Care Insurance
- Hedging Concentrated Stock
- Tax Managed Diversification
- Umbrella Insurance
- Use of LLC's
- Estate Planning
- Establishing Proper Documents
- Wealth Transfer
- Charitable Giving
- Corporate Trustee Services
- Family Conversations
- Education
- Living Expenses: Children and Parents
- Assisting Parents and Relatives
- Income Protection
- Disability Insurance
- Life Insurance
- Annuities
- Pension Optimization
- Investment Strategy
- Asset Allocation
- Tactical Allocation
- Asset Location
- Tax-Efficient Investing
- Taxable Savings Strategy
- Cash Management
- Retirement Planning
- Financial Planning
- Savings Strategy
- Income Strategy
- Health Care
- Mortgage and Lending Services
- Tax Planning
Our Team
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, Partner
Stephen Frick
CRPC®
Wealth Manager, Partner
Stephen Frick is a Wealth Manager for Merit Financial Advisors in Jacksonville, FL. He brings to the table 17 years of experience in both the banking and wealth management industries. Stephen believes that wealth management is more than providing advice on how to invest your money. His approach is built on the foundation that every individual has unique goals and priorities and that a sound financial plan should be tailored to meet what's most important to you. As a Chartered Retirement Planning Counselor™ (CRPC®), Stephen focuses on educating his clients on the important financial decisions that come with planning for and successfully navigating through retirement.
Stephen was born and raised in Jacksonville, FL, attending Bishop Kenny High School. From there, he attended the University of Florida, graduating from the Warrington College of Business with a degree in Business Administration and a minor in Mass Communications.
Stephen and his wife Olivia are proud parents to their son Finn and daughter Elle. The Frick Family spends their time attending church, the kid's soccer matches and basketball games, and playing cards and board games. When he isn't spending time with family, Stephen is an avid golfer and enjoys attending sporting events and concerts. If you asked his closest friends, they'd tell you his true passion is music and sports trivia. He loves a good-natured challenge, so be sure to let him know if you have a good trivia question you think will stump him!
Kristen Carithers
Wealth Manager
Kristen Carithers
CRPC®
Wealth Manager
Kristen Carithers, holding a Master of Business Administration (MBA) degree and recognized as a Chartered Retirement Planning Counselor (CRPC), holds the role of Wealth Manager at Merit. Demonstrating commitment to aiding clients in formulating well-structured financial trajectories for their retirement, Kristen's proficiency in this domain is underscored by her academic attainment of a master's degree in finance from The University of North Florida. With seven years of dedicated service within the financial sector, she has honed her expertise predominantly in retirement planning. Kristen is a native of Florida, and she enjoys reading, exploring through travel, and spending quality moments with her children.
Gayle Terrebonne
Client Service Manager
Andrew Carag
Client Service Associate
Ready to discuss your financial future?
Schedule a free consultation with one of our Wealth Managers today.