Rooted in Winston-Salem and backed by more than 20 years in financial services, Merrill leads with purpose, integrity, and a passion for serving the whole member.
Background
I am originally from Winston Salem, where my roots run deep. My mom built her career with RJR Tobacco, and watching her dedication to hard work and resilience shaped much of who I am today. Growing up in this community gave me a strong appreciation for loyalty, perseverance, and the importance of serving others well.
Today, I live here with my husband and daughter, who inspire me every day to lead with intention and integrity. Family keeps my perspective grounded and reminds me why thoughtful planning and wise decision making truly matter.
Professionally, I bring more than two decades of experience in the financial services industry and currently serve as Program Manager for Wealth Management at Allegacy, offered through LPL Financial. My career has spanned member services, retail lending, financial center leadership, and now strategic program management. Those early roles gave me a deep understanding of the member journey and ultimately ignited my passion for financial planning.
I earned a Bachelor of Science in Business Administration with a concentration in Finance and Financial Management from the University of North Carolina Charlotte. My education and hands- on leadership experience allow me to approach Wealth Management with both strategic discipline and personal connection.
Why Financial Planning
I was drawn to financial planning as a powerful way to educate and empower individuals to make smart financial choices. I believe confidence grows from understanding. When people feel equipped with knowledge and supported by thoughtful guidance, they make decisions that strengthen not only their own lives, but also their families and communities.
Over time, I realized my greatest impact was not only in direct planning conversations, but in building and leading teams that elevate the entire member experience. Developing advisors, strengthening processes, and aligning strategy with service allows me to multiply that impact.
Why Allegacy
Allegacy reflects the values that guide both my personal and professional life: integrity, service, and doing what is right. The credit union philosophy allows us to focus on relationships and long term wellbeing.
I am proud to help shape a Wealth Management platform that integrates Private Banking, Financial Planning, and Investments in a way that truly serves the whole member. Together with our team, we are building something meaningful for our members, our community, and the next generation.
True wealth is not measured by what you accumulate, but by the freedom and security to use your resources in ways that truly matter.
Contact
336-774-2828