Charlotte, North Carolina, United States
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We are excited to welcome John Cote to the Merit Financial Advisors team as our new Chief Growth Officer! 🌟 With his extensive experience in the…
We are excited to welcome John Cote to the Merit Financial Advisors team as our new Chief Growth Officer! 🌟 With his extensive experience in the…
Liked by Kelly Straub, CFP®
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Wow, I just celebrated 28 years in this business in December and ironically just hit my 28th Merger and Acquisition this month. I am so grateful for…
Wow, I just celebrated 28 years in this business in December and ironically just hit my 28th Merger and Acquisition this month. I am so grateful for…
Liked by Kelly Straub, CFP®
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Today, I have the incredible opportunity to speak at the T3 Technology Tools for Today Conference in Las Vegas! I'm honored to share the stage with…
Today, I have the incredible opportunity to speak at the T3 Technology Tools for Today Conference in Las Vegas! I'm honored to share the stage with…
Liked by Kelly Straub, CFP®
More activity by Kelly
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The North Carolina Merit team had a great time at the Riverbanks Zoo last Saturday. The fall weather in Colombia, SC was beautiful! 🍂…
The North Carolina Merit team had a great time at the Riverbanks Zoo last Saturday. The fall weather in Colombia, SC was beautiful! 🍂…
Liked by Kelly Straub, CFP®
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Business school should prepare you to be successful in the ever changing technoligical environment in which we operate. To show that I’m prepared for…
Business school should prepare you to be successful in the ever changing technoligical environment in which we operate. To show that I’m prepared for…
Liked by Kelly Straub, CFP®
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What an honor! Thank you, Forbes/SHOOK Research, for this award and recognition. #ForbesTopWomenAdvisors
What an honor! Thank you, Forbes/SHOOK Research, for this award and recognition. #ForbesTopWomenAdvisors
Liked by Kelly Straub, CFP®
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Merit Financial Advisors is pleased to announce Chrissy Lee as our new Chief Operating Officer. Chrissy comes to us with over 15-years of wealth…
Merit Financial Advisors is pleased to announce Chrissy Lee as our new Chief Operating Officer. Chrissy comes to us with over 15-years of wealth…
Liked by Kelly Straub, CFP®
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Finally official!! After passing the exam in March, I had to wait a bit to meet the experience requirement to publicly use the marks. I'd like to…
Finally official!! After passing the exam in March, I had to wait a bit to meet the experience requirement to publicly use the marks. I'd like to…
Liked by Kelly Straub, CFP®
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