Merissa Davis, IACCP®

Compliance Program Manager & Implementation Specialist

Helping Independent IARs Launch, Strengthen and Scale Their FirmsFrom regulatory readiness to operational efficiency, I help you bridge the gap between compliance requirements and day to day execution - so you can focus on serving your clients.

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Build a Strong Compliance & Operations Foundation

Running an RIA is complex. I make it simpler by helping you:
* Implement or refine your compliance program
*Streamline operational workflows or accuracy and efficiency
*Prepare for asset counts, ADV Filings, and billing cycles
*Optimize custodians, portfolio reporting, CRM, and trading platforms
*Train staff to run processes independently and confidentlyWhether you're launching your firm or strengthening your existing operations, I prvide the practical how-to - not just the what-to-do.

Why Work WIth Me

Bridging Compliance and OperationsI combine deep, hands-on operational experience with formal training in compliance through the IACCP® designation. This unique blend means I understand both the regulatory expectations and the practical realities of running an advisory firm — and I know how to align them.My focus is on making compliance work seamlessly within your daily operations, so your firm stays exam-ready, efficient, and positioned for growth.

About Me

A Real Person with Real Personality
After years in the rigid institutional space, I traded cubicles for a beach view. I’m known for making the most tedious tasks scalable and seamless — and for keeping things lighthearted along the way.📍 Based in North Florida | 🌐 Serving Firms Nationwide