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MEMBER PROFILE

 

David Elder

Merit Financial Advisors

 

Member profile details

Membership level
Atlanta Individual
First name
David
Second name/initial
S
Last name
Elder
Title
Wealth Manager and Business Value Advisor
Company
Merit Financial Advisors
XPX Chapter Email Lists
  • Atlanta News & Events
 

CONTACT INFORMATION

City
Milton
State
Georgia
 

PROFILE INFORMATION

Call me when
Business Hours
Why I/we support XPX
value entrepenuers impact on community and love working with them.
Profession
  • Consultant
  • Wealth Manager
Functional Expertise
  • Business development
  • Business growth
  • Cash flow enhancements
  • Cash management
  • Compensation
  • Culture
  • Employee benefits
  • Entrepreneurship
  • Equity
  • ESG
  • ESOPs
  • Estate planning
  • Fiduciary
  • Finance
  • Financial Modelling
  • Probate
  • Retirement
  • Risk management
Client Industry(ies)
  • Business Services
  • Energy/Utilities
  • Financial Services
  • Telecommunications
  • Travel/Recreation/Leisure
Professional Certification(s)
CFP, CEPA
Transition Planning Certification or Methodology
CEPA
Advisor Resource Relationships
  • BizEquity
  • EPI
In Business Since
2009
How to contact
404-934-9884, delder@meritfa.com
Website
www.meritfa.com
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