JC
Jill Crawford
Wealth Manager at Merit Financial Advisors
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Work Experience
Wealth Manager
Aug 2021 - Present · 3 years and 5 months
Consilium Financial Group, LLC
Financial Consultant
Oct 2015 - Jul 2021 · 5 years and 9 months
Financial Advisor
Apr 2003 - Oct 2015 · 12 years and 6 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
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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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