Elevating Your Financial Journey: Merit Financial Advisor’s Mission for 2024

Check out the video below for an exciting glimpse into Merit Financial Advisors’ mission for 2024, where Kay Lynn Mayhue, President, and Rick Kent, CEO and Founder, share Merit’s commitment to enriching the lives of our clients. Here are the key takeaways:

  • Merit Connect 2.0: Enhancing the Client Experience:
    • Merit Connect, Merit’s client portal, is set to undergo significant enhancements, making it even more efficient and user-friendly.
  • Cybersecurity as a Top Priority:
    • An exclusive cybersecurity package, developed by former FBI agents and military experts, will be introduced through advisors at a discounted cost to protect clients’ privacy online. More information to come.
  • Merit’s New Chief Investment Officer:
    • Merit Financial Advisors welcomes Brian Andrew as the new Chief Investment Officer, bringing a wealth of expertise to revolutionize investment strategies.
    • Brian’s role is pivotal in providing deeper market insights, enabling clients to make informed decisions aligned with their goals, preferences, and risk tolerance.
    • Clients can anticipate hearing more from Brian, highlighting Merit’s commitment to continually enhance its investment offerings for clients’ financial success.

Merit Financial Advisors’ mission for 2024 is not just a promise but a dedication to serve clients with excellence. From cybersecurity initiatives to client portal enhancements and strategic leadership, Merit is poised to make 2024 an exceptional year for clients’ financial success and peace of mind.

Please contact your Merit Financial Advisor if you have any questions.

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Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser. Merit Financial Group, LLC and Merit Financial Advisors, are separate entities from LPL Financial.