Heather Douglass

Client Service Manager @Merit Financial Advisors

Roswell, GA, US

As Client Service Manager I strive to ensure excellence in customer service. I develop and maintain solid relationships with our clients. I manage client interactions and maintain the highest level of confidentiality and discretion in all business matters to complete appropriate paperwork in a professional and timely manner.Merit exists to enrich the lives of those we serve. Our mission is to revolutionize the client experience by building the RIA of the future. As your trusted financial partner, we support you through life’s challenges, transitions, and victories. Merit is an award-winning wealth management firm providing comprehensive financial planning, investment, and wealth management services. Our relationship-based culture is built on integrity, respect, and core values. Headquartered in Atlanta, GA, with offices nationwide, we are dedicated to serving you and your loved ones. Recognized by Forbes and Barron’s, we relentlessly align your long-term goals with innovative financial strategies to build your tomorrow, together. Merit’s Awards and Accolades- 2024 InvestmentNews RIA Firm of the Year- 2024, 2023, 2022, 2021, 2020, 2019 & 2018 Best Places to Work for Financial Advisors byInvestmentNews- 2023 Barron’s Top 100 RIA Firms- 2023 Baron’s Top 100 Private Wealth Management Teams- 2023 Forbes Top RIA Firms- 2023 RIA Intel RIA of the Year $1Billion+Investment advice offered through Merit Financial Group, LLC, an SEC-registered investment adviser. For a list of states in which the financial consultants affiliated with Merit are registered to do business, please visit: