Meritrust Wealth Management

Meritrust Wealth Management

Financial Services Louisville, Kentucky, United States 12 employees
Employees
12
Contacts
3
Emails
3
Phones
2

Meritrust Wealth Management Overview

Headquarters
Louisville, Kentucky, United States
Website
meritrustwm.com
Industry
Financial Services
Employees
12
Founded
1999
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Meritrust Wealth Management

At Meritrust Wealth Management, we are focused on you and your goals. Your working life. Your retirement income. Your legacy. Unlike most national banks and wirehouses, we are truly independent. We strive for investment strategies that fit your needs, not fill a sales quota. Our team of Advisors assists generations of clients to help protect, build, and manage their wealth. We are uniquely positioned to offer tax savings advice and asset protection strategies. Independence. Advice. Merit. Trust. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Meritrust Wealth Management is not affiliated with Kestra IS or Kestra AS. www.finra.org and www.sipc.org This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS nor Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-553-7872.

Meritrust Wealth Management Contact Details

People in AeroLeads
3
With contact data
3
Email contacts
3
100.0% coverage
Phone contacts
2
66.7% coverage

Meritrust Wealth Management Org Chart

Sample employees and titles
Name Title Contact
John Kallis Senior Financial Advisor, Partner
Email Phone
Tracy Jesse Client Service Specialist with Human
Email
Thomas Furlong Senior Financial Consultant
Email Phone

Employees by Management Level

Individual contributor 4 profiles
Senior / Lead 2 profiles
Associate / junior 2 profiles

Department Contact Coverage

Department Contacts Email Phone
Finance 3 3 1
Executive 1 1 1
General 1 1 0
Sales 1 1 0

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