Merissa Davis

The Easy Button for Financial Advisors' Compliance Needs

Leveraging over 25 years of experience in the industry, Merissa gives advisors the gift of time in their schedule to focus on what they do best.

• Learn More About Merissa on LinkedIn

Build a Solid Compliance & Operations Program

Running your advisory firm is hard, but Merissa makes it easier. Let her guide you on how to leverage your technology platform choices, designing a reliable and knowledgeable team, and avoiding time-consuming audits.

Not Just "What to Do"

While most advisors work with a team of professionals telling them “what to do”... Merissa specializes in the “how to do.”She's different because she won’t just do it for you – she'll make sure your team can handle the operations of the firm and will show them the right tools to use, the right questions to ask, and the right resources to leverage.

A Real Person with Real Personality

When Merissa left the rigid institutional space, she went out and decorated her desk with all the colors (ask about her blue stapler!). While friends will tell you that she loves the rules, she also lives a lighthearted lifestyle on the beaches of North Florida.There's no AI here - Merissa will help you make the most tedious of tasks scalable and seamless, and you're likely to have some fun along the way.