Financial Advisors and Wealth Management in Jupiter, FL
Contact
Phone: (561) 462-4274
Location
725 N. Highway A1A
Suite E-109
Jupiter, Florida 33477
Financial Services Offered in Jupiter, FL
At Merit Financial Advisors in Jupiter, 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.
- 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
- Business Exit Strategy
Our Team
Tyler Vernon
Regional Director, Partner
Tyler Vernon
CBEC®
Regional Director, Partner
Tyler Vernon was the Founder and Chief Executive Officer of Biltmore Capital Advisors and now the Regional Director of the Florida Region for Merit Financial Advisors. He began Biltmore Capital Advisors in 2007 after a distinguished career on Wall Street. He is a member of the investment committee of the firm which holds responsibility for global investment strategy and portfolio allocations. While at Biltmore, Vernon had eyes toward the future was responsible for the longer-term vision of the firm and the strategy as it relates to the client experience.
Key Accomplishments
Vernon’s market and investment commentary have appeared in the New York Times, Wall Street Journal, Forbes, CNN Money, Seeking Alpha, Palm Beach Post, and Dow Jones Newswire. In addition to these publications, Vernon and his firm have the distinction of being showcased in the cover story of SFBW (South Florida Business and Wealth) Magazine in late 2017. He is also a multi-year winner of the top Five Star Wealth Advisors in New Jersey* and has been interviewed by FOX Business News, Bloomberg, and CNBC, as well as local broadcasts.
Education and Beginnings
A graduate of Lafayette College with a BA in Economics and Business and an emphasis in financial markets, Vernon has attended advanced professional courses at The Wharton School of Business. Previously, he worked for Merrill Lynch at its world headquarters in New York City. In his twenties, he had the distinction of being named one of the Vice Presidents at Merrill Lynch.
Non-Profit Community Support
Vernon has dedicated a portion of the firm's profits to support the non-profit community. He started a non-profit, The Rum Cay Foundation, with a mission to help enhance the quality of education, health, and overall welfare of the local residents of Rum Cay, an impoverished island in the southeast Bahamas where he vacationed as a child and continues to support.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
Timothy J. Ralph
Managing Partner
Timothy J. Ralph
CBEC®
Managing Partner
As a Certified Business Exit Consultant (CBEC®), Tim specializes in investment management, small business planning, retirement planning, and estate planning. His area of expertise is comprehensive financial planning.
Before joining Merit, Tim was Partner at Biltmore Capital Advisors, where he also held a primary focus in comprehensive financial planning for high-net-worth executives and individuals in transition (widows, divorcées, retirees, etc.) Tim enjoys spending time with clients while assisting them as they strive to reach their personal financial goals.
Tim has completed a degree from the College of Financial Planning Farleigh Dickinson University and Certified Business Exit Consultant ® Designation from the International Exit Planning Association (IEPA). Tim has appeared in CNNMoney.com, TheStreet.com, Plam Beach Post and 2018 winner of South Florida Business & Wealth's 2018 Up & Coming Executives.
Originally from New Jersey, Tim attended Drew University before settling in Florida, where he currently resides with his wife and child.
Christine Ley
Client Development Manager
Christine Ley
Client Service Manager
As a Client Service Manager, Christine is responsible for managing the day-to-day administrative needs of our affluent clients. She oversees client communication through social media, monthly newsletters, and emails. Christine is also involved in answering client inquiries and managing key documents to ensure all necessary paperwork has been completed and recorded properly. Christine’s skills in this area enhance our clients’ experience and add to our reputation as a firm that seeks to provide exceptional service and support.
Christine graduated with a bachelor’s degree from Florida Atlantic University, and prior to joining Biltmore, earned her realtors license and began practicing residential real estate as a Real Estate Associate.
Jake Levine
Senior Client Service Manager
Marci Hoyer
Regional Operations Director
Marci Hoyer
Regional Operations Director
Marci Hoyer is a Regional Operations Director, working out of the Boca Raton office. Her duties and responsibilities include, but are not limited to, client services, compliance, and office management. Marci leads the team responsible for onboarding new families to the Biltmore platform and oversees securities transfers, wires, and ongoing administrative services for Biltmore clients.
Prior to joining Biltmore Capital Advisors, Marci worked for Northwestern Mutual, where she was an Associate Director of Network Office Supervision. She was responsible for overseeing the administrative functions of investment operations, maintaining required compliance records, and training and developing investment operations staff on administrative functions of investment operations policies and procedures. Marci is a graduate of Florida Atlantic University with a Bachelor of Science degree. She has previously held the series licenses 6,7,9/10, 26, 63, and Life, Health, and Variable Annuities.
Ready to discuss your financial future?
Schedule a free consultation with one of our Wealth Managers today.