Professional Summary
Overview
Work History
Education
Skills
Timeline

Leslie W Merritt III

Merritt Wealth Strategies
Clayton,NC
21
years of professional experience

I have been a financial advisor for nearly twenty one years who has seen a lot of change in the industry during that time frame. When I began in the business, nothing could go wrong and then the recession hit in August of 2008 on through March of 2009. Real estate was a mess for years after this. The good news here was that I was too stupid to know what I did not know which kept me in financial planning which has now afforded me great time flexibility all these years later with my children.

During this time of "flexibility", I began to Coach as an assistant in Recreation leagues with my kids, then I accidentally accepted a head coaching job when I did not want a discouraging, demanding, overzealous Coach to continue coaching a young basketball team he had previously led to an 0-14 record with I believe 4 shutouts on the season. I never even knew that was possible. With the addition of a few girls and a new mindset under my guidance, we finished 7-7 the next season. From there, I have continued to Coach for the last three years with last season being my first year with Varsity girls. The team was previously 1-17 under the former Coach, I (and my assistant) led them to a 9-13 record this past season. The final loss was our first playoff appearance in school history, we lost 45-40, still irks me. We should have won.

Work History

CEO/President

20 Years 10 Months
Merritt Wealth Strategies | 12.2005 - Current
  • Directed strategic planning initiatives to enhance client engagement and service offerings.
  • Fostered organizational growth through effective leadership and talent development strategies.
  • Implemented innovative wealth management solutions, increasing client satisfaction and retention rates.
  • Established partnerships with financial institutions to expand investment opportunities for clients.
  • Led many Dave Ramsey Financial Peace Classes at Church
  • Dave Ramsey "ELP" for North Raleigh for four years

Education

Bachelor of Science - Criminal Justice

Appalachian State University | Boone, NC | 05-2005

Skills

Effective decision making
Operational excellence
Customer focus
Strategic vision
"Teamwork to Make the Dreamwork"
Quick to Adapt in tough situations

Timeline

CEO/President

Merritt Wealth Strategies
12.2005 - CurrentRead More

Appalachian State University

Bachelor of Science from Criminal Justice
Read More
Leslie W Merritt III