Kay Lynn Mayhue Named CEO of Merit Financial Advisors
Founder Rick Kent will become executive chairman, and Zach Mersberger will become president.
Tag: Merit Financial Advisors
OneVest Launches AI-Powered Wealth Relationship Workspace
The platform debut follows OneVest’s strategic partnership with Merit Financial Advisors.
Advisory M&A
Ameriprise Financial welcomes team of female advisers; Concurrent launches RIA; Merit Financial acquires Planned Futures; and more.