Meritrust Wealth Management Employee Directory

Meritrust Wealth Management corporate office is located in 462 S 4th St Ste 2610, Louisville, Kentucky, 40202, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Sales

Operations

Key Employees of Meritrust Wealth Management

JB
Judy Boston
Manager, Operations
PhoneEmail
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Meritrust Wealth Management Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Meritrust Wealth Management

Hundreds of professionals searching for Meritrust Wealth Management have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

JB
Judy Boston
Email Direct
Manager, Operations
United States , Kentucky , Louisville

TF
Thomas Furlong
Email Direct
Senior Financial Consultant
United States , Kentucky , Louisville

KH
Kyler Hagan
Email Direct
Client Service Associate
United States , Kentucky , Louisville

MM
MarEva McGraw
Email Direct
Client Team
United States , Kentucky , Louisville

TJ
Tracy Jesse
Email Direct
Client Team
United States , Kentucky , Louisville

BR
Beth Roché
Email Direct
Cfp Financial Advisor
United States , Kentucky , Louisville

FH
Frank Hill
Email Direct
CFP Partner, Senior Financial Advisor, Advanced Planning Specialist
United States , Kentucky , Louisville

MC
Marcia Cammack
Email Direct
CPA Partner, Senior Financial Advisor
United States , Kentucky , Louisville

JW
Jacqui Wandling
Email Direct
Cpa Financial Associate & Advisor
United States , Kentucky , Louisville

NM
Nathan McNulty
Email Direct
Cfp & MBA Financial Planner
United States , Kentucky , Louisville

TC
Trent Cunningham
Email Direct
Financial Associate & Advisor
United States , Kentucky , Louisville

AM
Anita Morris
Email Direct
Lending Specialist
United States , Kentucky , Louisville

LM
Laura Meadows
Email Direct
Financial Services Professional
United States , Kentucky , Louisville

LH
Lisa Hiatt
Email Direct
Client Service Associate
United States , Kentucky , Louisville

GR
Gregory Rogers
Email Direct
Investment Advisor & Representative
United States , Kentucky , Louisville

JR
Julie Rose
Email Direct
Client First Team Client Service Associate
United States , Kentucky , Louisville

Former Employees at Meritrust Wealth Management

Explore people who held key positions, contributed to Meritrust Wealth Management's success, and advanced their careers.

SH
Shelley Henson
Wealth Management Clie... at Horizon Wealth Managem...
Worked as Executive Assistant
at Meritrust Wealth Management (2022-2024)
Email Direct
JF
Jack Furlong
Internal Wholesaler Tr... at Jackson
Worked as Investment and Financial Planning Intern
at Meritrust Wealth Management (2022-2022)
Email Direct
LC
Lauren Cook
Internal Auditor at Humana
Worked as Client Services Associate
at Meritrust Wealth Management (2014-2017)
Email Direct

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Frequently Asked Questions Regarding Meritrust Wealth Management Employees

How many employees does Meritrust Wealth Management have?

Meritrust Wealth Management has 11-50 employees

Who are Meritrust Wealth Management key employees?

Some of Meritrust Wealth Management key employees are Judy Boston

Where is Meritrust Wealth Management located?

Meritrust Wealth Management’s headquarters are located at 462 S 4th St Ste 2610, Louisville, Kentucky, 40202, United States

How do I contact Meritrust Wealth Management?

Meritrust Wealth Management Contact Info: Phone number: (502) 882-4600 Website: www.meritrustwm.com

What does Meritrust Wealth Management do?

Meritrust Wealth Management specializes in wealth management and financial planning services for both individuals and businesses. They offer tailored support for business owners, strategic financial planning, and asset oversight to help clients achieve their financial goals. The company emphasizes a client-first approach, aiming to simplify the fin... Read More

Is Meritrust Wealth Management a public company?

Meritrust Wealth Management is private company therefore does not currently have an official ticker symbol

See more information about Meritrust Wealth Management Employees