Amy F. Merrill, CFP®

Principal
Windham Brannon Financial Group, LLC

Amy has extensive experience in financial planning issues for corporate executives and directors. Amy’s responsibilities within Windham Brannon Financial Group include overseeing client relationships, developing planning strategies, communicating with clients, preparing financial plans, and coordinating the implementation of these plans.  Amy’s strength in managing all facets of our clients’ financial needs is critical to delivering the high level service our clients deserve.

Specialization Includes:

  • High Net Worth Individuals
  • Corporate Executives
  • Widow(er)s/Divorcees
  • Comprehensive Wealth Management

Career Highlights

Prior to joining Windham Brannon, Amy gained valuable experience with SunTrust Bank in Atlanta where she was a Vice President in the Private Client Division.

Education and Affiliations

  • University of North Carolina at Chapel Hill B.S. in Business Administration with a concentration in Finance
  • CFP®, Certified Financial Planner

View Amy Merrill's profile on LinkedIn

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