Financial Advisors and Wealth Managers in Raleigh, NC
Contact us today to learn more about what our award-winning team can do for you.
Accolades:
Our Raleigh, NC Office
Contact
Phone: 919.878.6600
Fax: 919.878.6544
Toll-Free: 888.955.8500
Location
3100 Smoketree Ct.
Suite 1002
Raleigh, NC 27604
Business Hours
Mon - Fri (8:30AM - 4:30PM)
Sat - Sun (Closed)
Our Team
Kelly Straub
Wealth Manager, Partner
Meet Kelly >
Kelly Straub
CFP®
Wealth Manager, Partner
Kelly Straub is a Wealth Manager 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.
T. Kern Campbell
Wealth Manager
Meet T. Kern >
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.
Corrie Blair
Branch Operations Manager
Meet Corrie >
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.
Trey Grissom
Wealth Manager
Meet Trey >
Trey Grissom
CFP®
Wealth Manager
Trey Grissom is a Wealth Manager for Merit and currently holds the CERTIFIED FINANCIAL PLANNER™ certification. He is passionate about building meaningful client relationships and wealth management solutions. He enjoys spending time with his wife and three boys, reading, sports, physical training, and snowboarding. Trey received his Bachelor's Degree in Economics from the United States Naval Academy and also played football for the Midshipmen.
Deb Stamets
Client Development Manager
E. Lee Clark III
Wealth Manager
Meet E. Lee >
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.
Sarah Elder
Regional Operations Director
Our Financial Solutions
Financial Planning
We create personalized financial plans that adapt to your life’s twists and turns. By understanding your unique needs, we help you make smart decisions that support your goals now and in the future.
Wealth Management
Our wealth management strategies are all about growing and protecting your assets. We’ll work together to build a plan that makes sense for you, so you can confidently navigate the ups and downs of the market.
Life Transitions
Life is constantly changing, but that doesn't mean your financial goals have to. Whether it’s retirement, divorce, a career change, or widowhood, our team is here, ready to tackle whatever transition you are preparing for or already are experiencing.
Insurance Planning
Life happens—our insurance planning services help protect what matters most. We’ll find the right solutions to safeguard your assets and provide peace of mind for you and your loved ones.
For Businesses
Running your business is both a joy and a challenge that deserves careful planning and guidance. We’ll work closely with you to understand your business’s unique challenges and opportunities and offer customized strategies to address them.
Your Path to
Financial Success
Tailored financial plans that cater to your unique needs and goals
Expert guidance and strategies backed by years of industry experience
Wide range of services, including retirement planning, investment management, and tax planning
Frequently Asked Questions
At Merit Financial Advisors, we specialize in managing complex financial portfolios. Our team of experts uses a comprehensive approach to provide sophisticated solutions tailored to your diverse investment, business, and real estate holdings. We ensure every aspect of your wealth is strategically managed to meet your unique needs.
The Details
Understanding Financial Planning
Financial planning is a comprehensive process that helps set and achieve long-term financial goals. At Merit Financial Advisors, we assess your current financial situation and create tailored strategies for saving, investing, and managing your wealth. Our advisors ensure your plan is aligned with your goals, providing ongoing support and adjustments as needed.
Types of Financial Planning Services We Provide
At Merit Financial Advisors, we offer a comprehensive range of financial planning services designed to meet your unique needs:
- Financial Planning: Comprehensive analysis of your financial health, including budgeting, savings strategies, and debt management to build a strong financial foundation.
- Wealth Management: Personalized investment management to grow and preserve wealth, continuously monitoring and adjusting to optimize performance.
- Estate Planning: Creating wills, trusts, and legal documents to ensure your assets are distributed according to your wishes and minimize tax liabilities.
- Insurance Planning: Identifying and mitigating financial risks with life, disability, and long-term care insurance to protect you and your family.
- Retirement Planning: Setting retirement goals, estimating future expenses, and creating savings plans to ensure a secure and comfortable retirement.
Why You Need a Financial Advisor
- Expertise: Specialized knowledge in financial planning, investment management, and wealth management.
- Customized Plans: Tailored financial plans to meet your specific needs and goals.
- Access to Financial Products: Wide range of financial products and services, including advanced investment strategies and estate planning tools.
- Ongoing Support: Continuous guidance to keep you on track with your financial goals.
- Commitment to Service: Personalized service and continuous support for achieving and maintaining financial success.
Finding the Right Financial Advisor in Raleigh
- Certifications: Look for CERTIFIED FINANCIAL PLANNER® or Chartered Financial Analyst® designations.
- Reviews: Check online reviews and client testimonials.
- Experience and Expertise: Evaluate their background and the services they offer.
- Fiduciary Duty: Required to act in the best interests of clients.
- Transparency and Communication: Clear and honest about fees and services.
- Approach: Understand their strategy for financial planning and investment management.
How Financial Advisors Can Help You Achieve Your Goals
Financial advisors create customized financial plans tailored to your individual needs and goals. They offer ongoing support and guidance, ensuring your plan adapts to life changes and market fluctuations. At Merit Financial Advisors, we provide comprehensive advice and support to help you achieve financial success. Our team makes informed decisions during significant life events and maintains focus on your long-term goals.
Overview of Merit Financial Advisors
Merit Financial Advisors enriches clients' lives with personalized financial planning and wealth management. Our team includes CFP®s and CFA®s who excel in managing complex portfolios, optimizing taxes, and developing estate plans. We provide detailed, tailored plans addressing all aspects of your financial life, ensuring your success with confidence and clarity.
Merit’s Service Areas Outside of Raleigh, NC
Our service areas include:
- Cary
- Wake Forest
- Holly Springs
- Apex
- Morrisville
- North Hills
Achieve Financial Success with Merit Financial Advisors
Merit provides expertise, personalized planning, and ongoing support to achieve your financial goals. Our services in Raleigh and surrounding areas include advanced investment management, tax optimization, and estate planning. Partnering with Merit ensures comprehensive financial solutions tailored to your unique needs, guiding you to long-term success with confidence and clarity.