Please complete the CAPTCHA to continue
@creativeplanning.com
✓
2 phones found area 404
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Amy Merrill is listed as Partner and Wealth Manager | 20+ Yrs Wealth Mgmt Exp | Financial Planning | Corporate Executive Planning Expertise at Creative Planning, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at creativeplanning.com, phone signal with area code 404, and a matched LinkedIn profile for Amy Merrill.
Amy Merrill previously worked as Partner, Managing Director, Wealth Manager at Creative Planning and Principal and Owner at Truewealth Management. Amy Merrill holds Bs - Business Administration, Business from University Of North Carolina At Chapel Hill.
This section adds company-level context without repeating Amy Merrill's masked contact details.
AeroLeads found 1 current-domain work email signal for Amy Merrill. Compare company email patterns before reaching out.
TrueWealth provides wealth management services to individuals and families. Founded in 1999 and based in Atlanta, the advisory firm is known for combining informed expertise with a highly personalized experience to help clients meet their financial—and life—goals. The TrueWealth team, which manages approximately $1 billion on behalf of more than 300 clients, prides itself on the ability to carefully listen to client needs, address their unique challenges and help them meet their important financial goals. The firm recently changed its name to TrueWealth from Windham Brannon Financial Group and continues to provide the same ongoing commitment to its clients by providing independent wealth management services. Amy has extensive experience in financial planning issues for corporate executives and directors. Amy’s responsibilities within TrueWealth include overseeing client relationships, developing planning strategies, communicating with clients, preparing financial plans, and coordinating the implementation of these plans. Amy’s strength in managing all facets of our clients’ financial needs is critical to delivering the high level service our clients deserve. Specialization Includes: - High Net Worth Individuals - Corporate Executives - Widow(er)s/Divorcees - Comprehensive Wealth Management CAREER & EDUCATION HIGHLIGHTSPrior to joining TrueWealth, Amy gained valuable experience with SunTrust Bank in Atlanta where she was a Vice President in the Private Client Division. Education and Affiliations - University of North Carolina at Chapel Hill B.S. in Business Administration with a concentration in Finance - CFP®, Certified Financial PlannerPERSONAL HIGHLIGHTSAmy is married to Jonathan Merrill, Assistant Principal of the upper school at Woodward Academy. They have 3 young boys who keep them very involved in numerous activities. They live in the Oak Grove neighborhood and are both very involved at Oak Grove United Methodist Church.
Listed skills include Financial Planning, Wealth Management Services, and Directors.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Overland Park, Kansas, Us
Amy is a wealth manager working with individuals and families to help them develop, implement and manage their overall financial plan. Amy personalizes the approach with each client as each client's needs and objectives are as individualized as their plans. She helps clients navigate the uncertainties in their financial lives with her over 20 years of experience in the industry.
Atlanta, Georgia, Us
Amy is Principal and Owner of TrueWealth. She works with a number of corporate executives of a number of Atlanta-based companies, where her expertise in their specific corporate plans and benefits brings much value to these busy executives. They can rely on Amy to incorporate these valuable company plans into their overall financial planning. Amy also enjoys working with women in helping them make wise financial decisions - these women are corporate executives, divorcees, widows, and those with inherited wealth. Amy has found that women tend to work well and develop trust with other women, especially in the financial field.
Charlotte, Nc, Us
Amy worked with corporate executives at SunTrust Bank in the Private Client Groups that was part of the Corporate Bank, gaining valuable experience in working with these families to coordinate all facets of their financial, borrowing, and investment needs.
Quick answers generated from the profile data available on this page.
Amy Merrill works for Creative Planning.
Amy Merrill is listed as Partner and Wealth Manager | 20+ Yrs Wealth Mgmt Exp | Financial Planning | Corporate Executive Planning Expertise at Creative Planning.
AeroLeads has found 1 work email signal at @creativeplanning.com for Amy Merrill at Creative Planning.
AeroLeads has found 2 phone signal(s) with area code 404 for Amy Merrill at Creative Planning.
Amy Merrill is based in Atlanta, Georgia, United States while working with Creative Planning.
Amy Merrill has worked for Creative Planning, Truewealth Management, Windham Brannon Financial Group, and Suntrust Bank.
You can use AeroLeads to view verified contact signals for Amy Merrill at Creative Planning, including work email, phone, and LinkedIn data when available.
Amy Merrill holds Bs - Business Administration, Business from University Of North Carolina At Chapel Hill.
Amy Merrill is listed with skills including Financial Planning, Wealth Management Services, and Directors.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts