Jeff Merritt

RIA Compliance Consultant at 1st Global Inc - Dallas, TX, US

Jeff Merritt's Colleagues at 1st Global Inc
Trent Lujin

Relationship Manager

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Cindy Gourd

Director-Continuous Improvement & Resolution Support

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Darby Throgmorton

IT Systems Integration Architect

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Felisha Pullen

Director of Client Advocacy

Contact Felisha Pullen

Naun Galvan

Fixed Income Analyst/ Trader

Contact Naun Galvan

Jason Allen

Wealth Management Consultant

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Jeff Merritt's Contact Details
HQ
214-294-5000
Location
Dallas-Fort Worth Metroplex
Company
1st Global Inc
Jeff Merritt's Company Details
1st Global Inc logo, 1st Global Inc contact details

1st Global Inc

Dallas, TX, US • 250 - 499 Employees
Financial Services

Sustainable Growth Strategies for Leading CPA FirmsHigh performing CPA firms demand profitable growth even in difficult times. These firms create lasting momentum by striving to find and implement sustainable growth strategies.For more than 20 years, 1st Global has been a leading growth consultant for market-dominating CPA firms that seek to be the preeminent providers of high benefit services to their most valued clients.Through proven processes that include world-class research, accounting firm-centered advice, exceptional business development education and innovative technology, 1st Global is the partner of choice for select firms.If your firm is committed to being a high performance market dominator, we want to learn more about you and determine if there is a fit with our services. As a leading CPA firm growth consultant, we enable qualified firms to create long-term, profitable growth.Research • Consulting • Education • TechnologySecurities offered through 1st Global Capital Corp. Member FINRA, SIPC www.finra.org, www.sipc.orgInvestment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc.

CPA Firm Growth Consultants Wealth Management Services Marketing Services Technology Services Wealth Management Accounting Consulting Financial Planning Investment Advisory Financial Services Financial Advisory Services
Details about 1st Global Inc
Frequently Asked Questions about Jeff Merritt
Jeff Merritt currently works for 1st Global Inc.
Jeff Merritt's role at 1st Global Inc is RIA Compliance Consultant.
Jeff Merritt's email address is ***@1stglobal.com. To view Jeff Merritt's full email address, please signup to ConnectPlex.
Jeff Merritt works in the Financial Services industry.
Jeff Merritt's colleagues at 1st Global Inc are Trent Lujin, Andrew Sheumaker, Cindy Gourd, Darby Throgmorton, Felisha Pullen, Naun Galvan, Jason Allen and others.
Jeff Merritt's phone number is 214-294-5000
See more information about Jeff Merritt