Amberly Brown

Client Relations Associate

(407) 661-1225 x214

Amber joined Merit Wealth Advisors in 2021 and has over 30 years experience in the banking industry. Amber is passionate about wealth management and providing a superior level of service to all clients and colleagues. She provides...

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Isabel Ortiz, CFP®

Wealth Management Advisor

(407) 584-5444

Isabel began her career in the financial services industry shortly after graduating from The University of Central Florida in 2020. She gained industry experience by interning at a small financial planning firm before starting with...

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Jeff Ackler, CFP®

Wealth Management Advisor

(407) 584-1414

Jeff Ackler is a CERTIFIED FINANCIAL PLANNER™ professional, who began his career in the Financial Services Industry in 1992. Jeff began his career at Dreyfus Corporation in Uniondale, NY, working with clients and prospects and...

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Martina L. Depue

Office Manager

(407) 661-1225 Ex213

 Martina began her financial services career in 2002. She earned a Bachelor of Science degree in Financial Management with an emphasis on Communication from Bob Jones University. Martina's passion is getting it done...

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Nicole S. Foreman, CFP®

Director of Operations

(407) 661-1225 x208

Nicole started her career in the financial services industry in 2007 soon after graduating from Florida State University. She is involved in every step of the client experience and is the liaison between the client...

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Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.