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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

Meet The Team

Wealth Managers

John Kallis, MBA, JD

Financial Advisor, Chief Operating Officer, Partner

Prior to joining Meritrust, John practiced for nine years at Merrill Lynch as a Financial Advisor and served for three years as an Associate Resident Director. John’s chief responsibility is to provide custom consulting services for high-net-worth individuals, families and corporations. John adheres to a disciplined process that delivers a consistent, conservative wealth management experience.

Complete Biography Click Here

Frank Hill, CFP®

Senior Wealth Manager, Partner

Frank joined the team In 2007, when after 15 years in private practice, he merged his business with Meritrust Wealth Management. Today he serves a clientele of predominantly high-net-worth individuals and business owners.

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Thomas Furlong

Financial Advisor, Partner

Tom specializes in structuring plans that aim to allow his clients to experience the financial freedom they work hard to obtain. Before joining Meritrust in 2003, Tom spent several years as a financial advisor with Merrill Lynch and Financial Architects, Inc.

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Marcia Cammack, CPA

Financial Advisor, Partner

Marcia is a native of Bardstown, Kentucky, and has over 25 years of experience as a CPA/Accountant, with extensive taxation and financial planning knowledge. Since 1999, Marcia has utilized her accounting and investment knowledge in the financial services industry.

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Nathan McNulty, MBA, CFP®

Financial Consultant

Nathan specializes in providing individuals with investment management, insurance, and comprehensive financial planning.  Prior to joining Meritrust in 2009, Nathan spent 5 years as a licensed branch manager at Fifth Third Bank.

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Administrative Staff

Sharon Nasief-DuBarry

Branch Operations Manager

Sharon leads the firm’s Compliance and Operations Department. She is responsible for Meritrust’s compliance with LPL Financial and industry regulations, developing firm processes, tracking advisor performance and accountability, and managing the daily operations of the firm.

Judy Boston

Sales Assistant

As a native of Louisville, Kentucky, Judy has been with Meritrust since 2003 and has been in the financial services industry since 1997. She currently specializes in office operations and client care and holds her Series 6 and 63 securities registrations.

Lisa Hiatt

Sales Assistant

Lisa is a graduate of Ball State University with a Bachelor’s degree in education.  She has been with Meritrust since 2010, and has worked in the finance and banking business for over 14 years.  Lisa specializes in client services and office operations.

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