Financial Advisors in Roswell, GA

Contact

Phone: 678.647.8040
Fax: 678.935.3990


Location

1025 Old Roswell Rd.
Suite 104
Roswell, GA 30076

Financial Services Offered in Roswell, GA

At Merit Financial Advisors in Roswell, GA, 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

David Elder Sr.

David Elder, Sr.

Wealth Manager

Patrice Cobb

Patrice Cobb

Relationship Manager

Jennifer Mann

Jennifer Mann

Relationship Manager

Libby Parris

Libby Parris

Relationship Manager

Dana Pierce

Dana Pierce

Relationship Manager

Connor Brechbill

Connor Brechbill

Relationship Manager

heather douglass

Heather Douglass

Client Development Manager

Barbara Bassoff

Barbara Bassoff

Client Service Manager

Carin Dixon

Carin Dixon

Client Service Manager

donae

Donae Thomas

Client Service Manager

jacque (1)

Jacque Ray

Client Service Manager

susan connor

Susan Connor

Regional Operations Manager

Ready to discuss your financial future?

Schedule a free consultation with one of our Wealth Managers today.