Merit Financial Advisors Merges with Trinity Financial Partners
December 6, 2024
Merit Financial Advisors announced that Trinity Financial Partners has merged into Merit, adding approximately $603 million in assets and establishing Merit's third office in Pennsylvania. Robyn E. Jameson will join Merit as Managing Director, Partner and Wealth Manager; financial terms were not disclosed.
- Buyers
- Merit Financial Advisors
- Targets
- Trinity Financial Partners
- Platforms
- Merit Financial Advisors
- Industry
- Financial Services
- Location
- Pennsylvania, United States
- Transaction Type
- Addon
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