Merit Financial Advisors Taps Former LPL Veteran Leader, Andy Kalbaugh, as Key Member of Board of Directors

by SHER | Jun 14, 2023 | Merit

EP Wealth Advisors® Announces CEO Transition to Continue Superior Client Service, Nationwide Expansion and Organic Growth

by SHER | May 25, 2023 | EP

Merit Financial Advisors Hires Chrissy Lee as Chief Operating Officer

by SHER | Oct 25, 2022 | Merit

Merit Pulls Off $2bn Double Deal as it Eyes Big 2022 Growth

by SHER | Jan 10, 2022 | Merit

EP Wealth Advisors® Acquires Northern California-based Firm

by SHER | Jan 4, 2022 | EP