Merit Financial Advisors Adds 2 Executives, Naming Doug Moore CFO and Sarah Mouser EVP
Updated
Updated · Pulse 2.0 · May 29
Merit Financial Advisors Adds 2 Executives, Naming Doug Moore CFO and Sarah Mouser EVP
3 articles · Updated · Pulse 2.0 · May 29
Merit Financial Advisors expanded its leadership team by appointing Doug Moore chief financial officer and Sarah Mouser executive vice president of financial planning.
Moore will oversee financial operations and support the firm's growth strategy, while Mouser is tasked with strengthening planning capabilities across the wealth management platform.
Her remit includes mentoring next-generation talent, improving planning processes and helping shape the future direction of financial planning throughout the organization.
The 2 hires are part of Merit’s broader push to invest in leadership, advisor support and long-term infrastructure aimed at improving both advisor and client experience as the firm grows.
As Merit's assets surge from acquisitions, can its personalized client-first model survive the pressures of corporate scale?
With AI automating tasks, how will Merit's new leadership cultivate the next generation of expert human advisors?