Kunal Patel
Wealth Management
- Role
- Wealth Manager Partner at Merit Financial Advisors
- Location
- Raleigh-Durham-Chapel Hill, NC, US
- LinkedIn followers
- 500 followers
About Kunal Patel
Wealth today isn’t just about the markets, it’s about freedom, values, and making smarter moves in a fast-changing world. I work with entrepreneurs, professionals, and rising families who are building wealth on their own terms. At Merit Financial Advisors, we bring together modern investment strategy, tax-smart planning, and real world advice that fits your life.Merit is a retirement planning firm that seeks to establish, educate, and satisfy the financial goals of individuals in and approaching retirement.We focus on providing reliable and objective financial advice by establishing a genuine and long-lasting relationship with our clients. We administer an array of financial services, which focuses on our client’s personal growth along with their financial goals.Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser.
Experience
Wealth Manager Partner
Jan 2026 — Present
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