Financial Advisors in Southlake, TX
Contact
Phone: 817.267.9480
Fax: 817.488.6700
Location
2625 E. Southlake Blvd.
Suite 100
Southlake, TX 76092
Financial Services Offered in Southlake, TX
At Merit Financial Advisors in Southlake, TX, 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
Tony Pitzer
Wealth Manager, Partner
Tony Pitzer
CFP®
Partner, Wealth Manager
Tony Pitzer is a Wealth Manager and partner in Merit. He supervises the entire client experience including the development of financial plans in the TruWealth® Process, designing retirement distributions and investment recommendations, and the Concierge Wealth Management Experience™ process, which helps clients monitor their financial plan, insurance, and investments.
Tony has over 20+ years of service in the financial industry. He has a Bachelor of Science in Family Financial Planning from Texas Tech University, is a CERTIFIED FINANCIAL PLANNER® Practitioner, and holds his securities and insurance licenses.
In his free time, Tony enjoys traveling, working in his yard, and spending time with his growing family which includes his wife Melody, her college age son, their toddler, and the dogs, Charlie and Lucy.
Bret Hackett
Wealth Manager
Bret Hackett
CFP®,CeFT®, MBA
Wealth Manager
Bret Hackett brings the specific skills and knowledge to help advise our high- net worth investors as they pursue their life, financial and legacy goals. Utilizing his experience, talents and passion, Bret designs customized financial plans addressing the specific needs of his clients by addressing their precise complexities and desired financial goals.
As an Ambassador to our widowed clients, he has specific training to help integrate the personal side and technical sides of life transitions with the goal of helping our widowed clients make good financial decisions as they move forward with confidence and a sense of purpose.
Bret has obtained his B.S. in Interdisciplinary Studies from UTA and an MBA from Texas Christian University. He holds his Certified Financial Planner and Certified Financial Transitionist designations. When Bret is not working with clients, you can find him following his favorite sports teams, enjoying golf, fishing and traveling. He resides in Bedford with his wife Maggie and his two sons.
Joy Kirsch
Wealth Manager, Partner
Joy Kirsch, CFP®, CeFT®
CFP®, CeFT®
CFO of Life Changing Events
Joy D. Kirsch’s career is a testament to her belief that true wealth is not just a measure of one’s financial assets, but the sum of a person’s health, wealth, and personal relationships. She spends her time helping widows define their values, dream new dreams, and align their wealth accordingly. To enhance this commitment, Joy recently merged her firm with Merit Financial. Merit offers strong executive leadership, expanded portfolio options, and an efficient back office.
This strategic partnership has allowed Joy to return to a client-facing role and train other advisors on her trademarked process for supporting widows. The TruWealth® Process was originally created after she lost her husband and business partner at the age of 30. As a result of that experience, she sought to understand life-changing events and how they affect financial decisions. Joy has since focused her career on helping women navigate the difficulties associated with widowhood, make sound financial decisions, and move forward with confidence and a sense of purpose.
Joy is a CERTIFIED FINANCIAL PLANNER™ Practitioner, a Certified Financial Transitionist® through the Sudden Money® Institute and the founder of The Widows Journey, a non-profit entity dedicated to educating and empowering widows. She is a member of the Dallas Financial Planning Association and former chairman of the Fort Worth Business and Estate Section of the Tarrant County Bar Association. She is securities and insurance licensed and graduated cum laude from the University of Dallas with a bachelor’s degree in Economics.
Although Joy has won several industry awards, she is most proud of her twenty-five talented, beautiful, and exceptional nieces and nephews. When she is not hanging out with those family members, she can usually be found watching the sunset at her East Texas ranch, working on her golf and tennis game, or trying a new restaurant with her beau, Ron.
Kathy Dollar
Client Service Manager
Nicole Denson
Client Development Manager
Nicole Denson
Client Development Manager
Nicole Denson is a Client Development Manager in the Frisco office. She focuses on marketing and business growth through client satisfaction and experience, community outreach and events. Nicole enjoys meeting new people she can introduce to the Frisco advisors and Merit Financial. She received her Bachelor of Arts from Plymouth State College with a focus on performance. She enjoys traveling and being involved in her church. Nicole also likes to perform locally, go on adventures with her daughter, kickbox and spend time with family and friends.
Ready to discuss your financial future?
Schedule a free consultation with one of our Wealth Managers today.