Birmingham, AL Office

Team
Updated today

Client AUM

$17,984,309,378

Clients

20,040

Advisors

2

Of 284 advisors across 91 offices

Location

3595 Grandview Parkway, Suite 425

Birmingham AL 35243

Advisors at this office

2

Advisors at this office

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Melissa G

Series 66

Birmingham, AL

Merit Financial Advisors

Melissa Griffith is a financial advisor at Merit Financial Advisors in Birmingham, AL, holding a Series 66 designation with 10 years of industry experience. She has worked at Purshe Kaplan Sterling Investments since 2024 and was previously with LPL Financial from 2015 to 2024. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors and serves a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Retired Executive
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Michael C

Series 66

Birmingham, AL

Merit Financial Advisors

Michael Crowe is a financial advisor with Merit Financial Advisors in Birmingham, AL, holding a Series 66 designation and 20 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2024 and was previously with LPL Financial from 2012 to 2024. Crowe is also involved as an independent insurance agent, providing insurance advice tailored to client needs. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Retired Executive
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