Carol Dai

Vice President at Meritrust Wealth Management - Louisville/Jefferson County metro go, KY, US

Carol Dai's Colleagues at Meritrust Wealth Management
Thomas Furlong

Senior Financial Consultant

Contact Thomas Furlong

Nathan McNulty

Financial Advisor

Contact Nathan McNulty

John Kallis

Partner

Contact John Kallis

Justin Shircliff

Brokerage Associate

Contact Justin Shircliff

Julie Rose

Client Service Associate- Client First Team

Contact Julie Rose

MarEva McGraw

Client Service Associate

Contact MarEva McGraw

Jay Conner

Investment Advisor

Contact Jay Conner

View All Carol Dai's Colleagues
Carol Dai's Contact Details
Email (Verified)
***@meritrustwm.com
Get Carol Dai's Email Address
Mobile Number
(XXX) XXX-XXXX
Get Carol Dai's Mobile Number
HQ
502 882-4600
Location
Markham,Ontario,Canada
Company
Meritrust Wealth Management
Carol Dai's Company Details
Meritrust Wealth Management logo, Meritrust Wealth Management contact details

Meritrust Wealth Management

Louisville/Jefferson County metro go, KY, US • 20 - 49 Employees
Financial Services

At Meritrust Wealth Management, we are focused on you and your goals. Your working life. Your retirement income. Your legacy. Unlike most national banks and wirehouses, we are truly independent. We strive for investment strategies that fit your needs, not fill a sales quota.Our team of Advisors assists generations of clients to help protect, build, and manage their wealth. We are uniquely positioned to offer tax savings advice and asset protection strategies. Independence. Advice. Merit. Trust.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Private Wealth Services, LLC.

Financial Services Financial Advisory Services
Details about Meritrust Wealth Management
Frequently Asked Questions about Carol Dai
Carol Dai currently works for Meritrust Wealth Management.
Carol Dai's role at Meritrust Wealth Management is Vice President.
Carol Dai's email address is ***@meritrustwm.com. To view Carol Dai's full email address, please signup to ConnectPlex.
Carol Dai works in the Financial Services industry.
Carol Dai's colleagues at Meritrust Wealth Management are Thomas Furlong, Nathan McNulty, John Kallis, Justin Shircliff, Julie Rose, MarEva McGraw, Jay Conner and others.
Carol Dai's phone number is 502 882-4600
See more information about Carol Dai