Olivia Long

Regional Marketing Manager at Merit Financial Advisors

Role
Regional Marketing Manager, East Coast at Merit Financial Advisors
Location
Charlotte, NC, US
LinkedIn followers
500 followers

About Olivia Long

Regional Marketing Manager at Merit Financial Advisors, leading strategies that drive growth, elevate brand presence, and empower advisor success. I connect teams, ideas, and opportunities to translate strategy into measurable, scalable results.

Experience

  1. Regional Marketing Manager, East Coast

    Merit Financial Advisors

    Dec 2025 — Present · Charlotte, NC, US

    Merit exists to enrich the lives of those we serve. Our mission is to revolutionize the client experience by building the wealth management firm 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- 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 America

Education

  • Clemson University

    Bachelor's in Marketing, Marketing

  • Clemson University MBA Programs

    Master of Business Administration - MBA

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Olivia Long — Regional Marketing Manager, East Coast at Merit Financial Advisors in Charlotte, NC, US | Unifers