Teams at Merit Financial Advisors

Supports lead advisors by preparing financial plans, implementing investment strategies, processing account transactions, analyzing client data, servicing existing clients, documenting activities in CRM and planning systems, and maintaining knowledge of regulations, markets, and financial products.

Oversee the company’s ESOP as a fiduciary, protecting employee-owner interests and ensuring compliance with ERISA, IRS, DOL, and applicable regulations. Responsibilities include plan administration, valuation oversight, regulatory filings, stakeholder communication, conflict resolution, transaction approval, performance reviews, and employee education. The trustee will coordinate with appraisers, recordkeepers, legal counsel, management, and other service providers while ensuring accurate share allocations, distributions, disclosures, and plan amendments.