David Elder
Merit Financial Advisors
Milton,
Georgia
About
Company name
Business title
Wealth Manager and Business Value Advisor
Contact
How to contact
404-934-9884, delder@meritfa.com
Professional Profile
Call Me When
Business Hours
Professions
Consultant
Wealth Manager
Functional Expertise
Business development
Business growth
Cash flow enhancements
Cash management
Compensation
Culture
Employee benefits
Entrepreneurship
Equity
ESOPs
Estate planning
Fiduciary
Finance
Financial Modelling
Probate
Retirement
Risk management
ESG
Professional Certification
CFP, CEPA
Transition Planning Certification or Methodology
CEPA
Client Industries
Business Services
Energy/Utilities
Financial Services
Telecommunications
Travel/Recreation/Leisure
Advisor Resource Relationships
EPI
BizEquity
Chapter information
Membership
Atlanta Individual
Member since
Member for 10 months
Why I'm a Member of XPX
value entrepenuers impact on community and love working with them.
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