Matthew Morzy
Portfolio Strategist @Merit Financial Advisors
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WORK HISTORY
Portfolio Strategist @Merit Financial Advisors
Merit exists to enrich the lives of those we serve. Our mission is to revolutionize the clientexperience by building the wealth management firm of the future.As your trusted financial partner, we support you through life’s challenges, transitions, andvictories. Merit is an award-winning wealth management firm providing comprehensivefinancial planning, investment, and wealth management services. Our relationship-basedculture is built on integrity, respect, and core values. Headquartered in Atlanta, GA, withoffices nationwide, we are dedicated to serving you and your loved ones. Recognized byForbes and Barron’s, we relentlessly align your long-term goals with innovative financialstrategies to build your tomorrow, together.Merit’s Awards and Accolades- 20••••25 Forbes Top RIA Firms- 20••••25 Barron\'s Top 100 RIA Firms- 2024 & 2025 InvestmentNews RIA Firm of the Year- 20••••24 Best Places to Work for Financial Advisors by InvestmentNews- 2023 Baron’s Top 100 Private Wealth Management Teams- 2023 RIA Intel RIA of the Year $1Billion+- 2021 Barron\'s Top Private Wealth Management Teams- 2020 Forbes Top 250 Wealth Advisors- 20••••24 Inc. Fast Growing Private Companies in AmericaInvestment advice offered through Merit Financial Group, LLC, an SEC registeredinvestment adviser. For a list
EDUCATION
Northwestern University
Financial Planning
Carroll University
Bachelor's degree, Finance, General
Marquette University
Master of Business Administration - MBA
ABOUT MATTHEW MORZY
Investment Professional
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