Financial Advisors in Raleigh, NC
Contact
Phone: 919.878.6600
Fax: 919.878.6544
Toll-Free: 888.955.8500
Location
3100 Smoketree Ct.
Suite 1002
Raleigh, NC 27604
Financial Services Offered in Raleigh, NC
At Merit Financial Advisors in Raleigh, NC, 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
Our Team
Kelly Straub
Regional Director, Partner
Kelly Straub
CFP®
Regional Director, Partner
Kelly Straub is a Senior Managing Partner and the Founder of SHARP ADVISORS. He is a “CERTIFIED FINANCIAL PLANNER™” and an active member of the Charlotte Financial Planners Association.
Kelly feels that “Retirement planning is a lifelong journey, not a one-time event.” He helps his clients take control of their retirement planning, by providing advice designed to help avoid costly mistakes and accumulating wealth while they are still working and then professionally managing that wealth during their retirement.
He believes in the “Golden Rule”, treat others the way you would like to be treated. Kelly says, “If we help enough people get what they want out of life, we’ll get what we want out of life. Most people want to do business with someone they know, like and trust. Personal relationships, customer service, and consistent professional advice are the three most important values and services we can provide to our clients.”
Prior to founding SHARP ADVISORS and Straub & King Retirement Planning, Kelly was a Regional CEO, for a national financial planning firm, responsible for advisors in North and South Carolina. Mr. Straub is a Registered Representative with LPL Financial., Member FINRA/SIPC, and an Investment Advisor Representative with Merit Financial Group, LLC a SEC registered investment adviser.
Kelly has a Bachelor of Science in Accounting from Florida State University and Florida Atlantic University. He lives in Charlotte, North Carolina with his wife Sheri and three children, Jason, Adam and David. Kelly is a volunteer at the Telecomm Pioneers.
Trey Grissom
Wealth Manager
Trey Grissom
CFP®
Wealth Manager
Trey Grissom is a Wealth Manager for Merit and currently holds the CERTIFIED FINANCIAL PLANNER™ certification. He's focused on building meaningful client relationships and wealth management solutions. He likes to spend time with his wife and two boys, read, work out, watersports, and snowboarding. Trey received his Bachelor's Degree in Economics from the United States Naval Academy.
E. Lee Clark III
Wealth Manager
E. Lee Clark III
RFC
Wealth Manager
Lee Clark is a 40-year veteran of the investment and insurance business. Lee and his team provide comprehensive wealth management services to high-net-worth individuals and businesses, maintaining an exceptional level of personal attention. As an advisor, he creates and implements strategies to help investors navigate today’s complex investing environment. His expertise includes retirement income planning, multi-generational wealth transfer, alternative investment strategies, and tax-efficient opportunities. A UNC-Chapel Hill alumnus, Lee holds investment and insurance-related licenses, including Series 1, Series 63, Series 65, Series 24, Variable Life & Variable Annuity, Life, and Accident & Health or Sickness.
T. Kern Campbell
Wealth Manager
T. Kern Campbell
MBA
Wealth Manager
In his role, Kern works with individuals, families, businesses, and institutional clients to make informed decisions regarding how to optimize their investment and insurance assets.
Kern earned an MBA from Pfeiffer University and a business administration degree from Appalachian State University, with majors in information technology and marketing. Kern holds investment and insurance-related licenses, including Series 7, Series 66, Series 3, Series 30, Variable Life & Variable Annuity, Life, and Accident & Health or Sickness.
Deb Stamets
Client Development Manager
Margarite Lynch
Regional Operations Director
Margarite Lynch
Regional Operations Director
Year Started in Industry: 2002
Designations: Series 6, Series 63 and Series 65 held with LPL Financial Financial Paraplanner Qualified Professional Designation
Margarite joined the team in 2008 and is the Regional Operations Director for Merit Financial.
She holds her Series 6, Series 63, and Series 65 registrations through LPL Financial. In addition to being a Registered Paraplanner (RP) holding the FPQP Designation.
Margarite brings with her many years of client service experience in the financial services industry and is here to assist our clients with all their account service needs.
Corrie Blair
Branch Operations Manager
Corrie Blair
Branch Operations Manager
Corrie has worked in the financial industry since 1993. A graduate of East Carolina University with a degree in Decision Sciences, she is Series 6, Series 7 and Series 63 licensed. Corrie initially worked as a broker with a regional firm in Virginia, and began her operational role in a bank as an equity trader. She was a manager of the Equity/Option trading desk for a Philadelphia clearing firm, working closely with the exchanges facilitating trades. She then moved back to North Carolina in 2000, Corrie served as a branch office administrator with a national wire-house.
In her current role, Corrie is a primary point of contact for providing support services for our clients. She also works closely with the Investment Advisory team by facilitating equity-trades, overseeing cash management and portfolio reporting.
Ready to discuss your financial future?
Schedule a free consultation with one of our Wealth Managers today.