Merit | Raleigh Location
Raleigh, NC
3100 Smoketree Ct., Suite 1002
Raleigh, NC 27604
Phone: 919.878.6600
Fax: 919.878.6544
Toll-Free: 888.955.8500
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 as a liaison between client service and our advisors. He enjoys supporting our clients' needs and learning the skill set needed to become an effective advisor. 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.
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.
Jessica Graver
Client Development Manager
Jessica Graver
Client Development Manager
Jessi joined the Sharp Advisors, now Merit Financial Advisors, firm in September 2017 as a Client Development Manager. She is here to help our clients make a smooth transition from working into retirement. She enjoys communicating and building lasting relationships with our clients and prospects, so that we may focus on their most important, individual needs. Jessi also organizes and plans for our branch workshops, webinars, and other marketing events to connect you with one of our financial advisors for a complimentary initial review meeting. And she loves coming up with creative ideas and venues for our much-anticipated Client Appreciation Events.
Originally from Pittsburgh, PA, Jessi moved to Charlotte in 2007. She holds a Bachelor of Science degree in Secondary Mathematics Education from Clarion University of Pennsylvania. She also holds a Master of Education degree in Curriculum and Instruction from Gannon University. Jessi had completed seven years of teaching high school students, before taking time to focus on motherhood and raising her two boys, Landen and Brecken. Today, she is a valued member of our Merit Financial Advisors team.
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.
Ready to discuss your financial future?
Schedule a free consultation with one of our Wealth Managers today.