Gregory (Wade) Merritt
I’m originally from Hattiesburg, Mississippi, but I am happy to call Birmingham my home. I’ve been in this industry for five years, having spent most of that time helping agents be successful, but after much consideration decided that I was being called to help individuals navigate through life’s financial hurdles while building lasting relationships with my clients. My wife, Ashley, and I are blessed to be members of Mountain Brook Community Church. Along with being involved there, I enjoy golf, tennis, fishing, and hunting.
Along with a team of professionals at Strategic Financial Partners, I provide guidance to my clients to help them determine their financial goals, illustrate what is being done to reach those goals, identify any gaps, and offer solutions to help fill those gaps. I want my clients to know that I will be there to walk with them as their financial situation evolves, making necessary adjustments along the way.
- B.S., William Carey University
- Investment Advisor Representative
- 5+ years of industry experience