Finding Your Financial Strategy For You And Your Family.
Originally from Pennsylvania, Merry Boone has lived in North Carolina since 1997, and has been a financial advisor since 1999. She attended Baptist College of Charleston and graduated cum laude in 1986 with a Bachelor's degree in business administration. Merry also earned a Master's degree in business administration from Charleston Southern University in 1993.
In addition, Ms. Boone received the professional designation of AAMS¿, Accredited Asset Management Specialist in 2004 and the CFP¿, Certified Financial Planner professional certification in 2009.
Active in the community, Merry is a member of the Catawba Valley Chamber of Commerce and the Catawba Valley Historical Society. She recently served on the executive board of the Catawba Valley Chamber of Commerce. Other activities have included president and board member of the Women's Resource Center, president and board member of the Western Catawba County Kiwanis Club, and board member of the North Carolina Community Foundation, Catawba Valley
Asset Allocation,Asset Management,Financial Planning,Mutual Funds,Retirement Planning,Stocks,College Planning,Bonds,Mortgage Center,Identity Theft,401(k),Insurance and Annuities,Stock Options,Freedom Account,Investment Banking,Tax Planning,Executive Solutions,Cash Management