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Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
 
 
 
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

Our Company

At Meritrust Wealth Management, we’re focused on getting to know you and developing a customized plan to pursue your goals. We find strategies that fit your needs, not a sales quota. Genuine trust and confidence develops from our personal service and commitment to long-term relationships. Pursuing your goals requires focus – see how our team of advisors can help today.

Our Commitment

Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about working towards your dreams. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to pursuing your dreams.

Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 502.882.4600.

 

Let's Talk

The Meritrust Team is excited to get to know you. We are a Louisville, Kentucky based company, but we work with clients from all across the country. Please get in touch so we can work together on your financial dreams.

John Kallis

MBA, JD

Financial Advisor

Direct: (502) 882-4612

Frank Hill

CFP®

Senior Wealth Manager

Direct: (502) 882-4603

Tom Furlong

Financial Advisor

Direct: (502) 882-4605

Marcia Cammack

CPA

Financial Advisor

Direct: (502) 882-4606

Nathan McNulty

MBA, CFP®

Financial Consultant

Direct: (502) 882-4608

Contact Us

 

Meritrust Wealth Management
2600 Meidinger Tower
462 South Fourth Street
Louisville, KY 40202
Phone: (502) 882-4600
Fax: (502) 882-4601
info@meritrustwm.com