Financial Planning
Maximizing Gains, Minimizing Risks: Your Guide to Safeguarding Wealth in Concentrated Stock Positions
By Tyler Vernon, Regional Director and Partner at Merit Financial Advisors Embarking on the journey of concentrated stock ownership can be thrilling, especially when the stock has seen substantial growth. However, with great potential gains come heightened risks and volatility. In this article, we will explore the world of concentrated stock and unveil strategies that…
Read MoreMerit Financial Advisors Hires Brian Andrew as Chief Investment Officer
Brian joins Merit from Johnson Financial Group, bringing three decades of experience. ATLANTA – [January 12, 2024] – Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, announced today that it has hired Brian Andrew as…
Read MoreEpisode 3: Estate Planning 101 – What to Consider When Building a Plan.
In part three of Estate Planning 101, Wealth Manager, Kelly Gallimore, zooms in on essential things to consider when creating an estate plan. Kelly answers questions like whether it’s okay to make your own legal documents and what key points to consider when creating a will, power of attorney and advanced health care directive. Watch…
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