Account Vice President
Merritt attended Dennison University in Ohio and graduated with a degree in English. While he spent a short time in the law industry; he decided that career path wasn’t for him. He accepted a position as a financial services wholesaler in 1995 and has been in the industry ever since, bringing over 23 years of experience to his role with Virginia Asset Group.
Merritt takes a consultative approach with his clients as he understands that everyone’s financial needs are different. His number one priority is building a relationship of trust in order to provide them a holistic approach in helping them meet their financial goals. Through that process, he specializes in mutual funds, annuities, fee-based and retirement planning, including IRA’s, SEP IRA’s, 401(k)’s, 403(b)’s and SIMPLE plans. He also helps many families plan for education using 529 plans.
Merritt resides in Williamsburg with his wife Kate and son Charlie. Having recently relocated to Williamsburg, he is looking forward to continuing an active role in the Presbyterian Church, something he greatly enjoyed doing while a serving as a Deacon in Annapolis, MD. In his free time, he enjoys running, playing golf and spending time with his family.