Merit Financial Advisors

Support senior financial planners in creating and updating financial plans and generating specific planning recommendations. Assist with content creation for marketing and provide technical support for financial planning tools to advisors.

The ESOP Trustee manages the administration and fiduciary oversight of the company's Employee Stock Ownership Plan to protect employee-owners' interests. This includes ensuring regulatory compliance with ERISA, overseeing annual valuations, and communicating plan performance to stakeholders.