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.
Amanda Rhodes
Wealth Manager, Branch Manager
Amanda Rhodes
CFP®
Wealth Manager, Branch Manager
Amanda Rhodes, CFP®, for Merit focusing on bringing confidence and understanding while directing clients to pursue financial wellness in their lives. She enjoys communicating with clients throughout their planning and retirement process. Amanda received her Bachelor’s Degree from Florida State University and her Certified Financial Planner™ designation at the College for Financial Planning. Amanda loves to spend time with her daughters and husband and be a vessel for The Lord to bring love encounters to His children.
Russ Whitehead
Financial Planner
Russ Whitehead
Financial Planner
Russ Whitehead is a Financial Planner for Merit focusing on young professionals that want a reliable source to help them create a strong start in their financial lives. He enjoys helping clients pursue their financial goals. Russ received his Master's Degree from the University of Georgia. He likes to spend his free time outside fishing, camping or on a boat.
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.