DP
Dana Pierce
Relationship Manager | Financial Planning Manager at Merit Financial Advisors
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Work Experience
Relationship Manager | Financial Planning Manager
Aug 2021 - Present · 3 years and 5 months
Consilium Financial Group, LLC
Director Of Financial Planning
Jun 2018 - Sep 2021 · 3 years and 3 months
ClearBridge Wealth Management, A Registered Investment Advisor
Wealth Management Associate
Mar 2007 - Jun 2018 · 11 years and 3 months
Company Details
201-500 Employees
Merit Financial Advisors' mission is focused on growth - both supporting clients in exceeding their financial goals and supporting advisors in evolving and expanding their businesses. Merit Financial Advisors supports advisors affiliated with independent broker-dealers, as well as those who are registered investment advisors. Merit provides its advisors and offices with practice management resources, an industry-leading technology platform, superior operational support, and the investment expertise needed to drive growth and deliver a superior client experience. If you are looking to take your firm to the next level, please visit https://www.meritfinancialadvisors.com/for-advisors/ Investment advice offered through Merit Financial Group, LLC, an SEC-registered investment adviser.
Year Founded
1998
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
2400 Lakeview Parkway Suite 550 Alpharetta, GA 30009, US
Keywords
Wealth ManagementRetirement PlanningRisk MitigatioInvestment ManagementDivorceesEstate PlanningFinancial PlanningMergers & AcquisitionsIndependent AdvisorsWidowhoo
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