Merit Financial Advisors has expanded its executive leadership team with the addition of Doug Moore as Chief Financial Officer and Sarah Mouser as Executive Vice President of Financial Planning.
The appointments are part of the firm’s continued investment in leadership, advisor support, and long-term infrastructure as it seeks to strengthen both the advisor and client experience across its growing wealth management platform.
Moore joins Merit with extensive experience in financial leadership and scaling advisory businesses. In his new role, he will oversee the firm’s financial operations and help support its continued growth strategy.
Mouser, a veteran financial planning executive and strategist, will lead efforts to strengthen Merit’s financial planning capabilities. Her responsibilities include mentoring next-generation talent, advancing planning processes, and helping shape the future direction of financial planning throughout the organization.
According to the firm, the leadership additions reflect a broader commitment to building the resources, support systems, and operational infrastructure needed to enhance client outcomes while supporting advisors across the business.
The announcement generated positive responses from industry colleagues and Merit executives, including Chief Growth Officer John Cote, who welcomed both leaders to the organization and highlighted the opportunity to work alongside them as the firm continues to grow.
KEY QUOTES:
“So great to work alongside Sarah Mouser, CFP, CDFA, CTS, CES, CCFS, ELA & Doug Moore. Welcome to Merit Financial Advisors!”
John Cote, Chief Growth Officer, Merit Financial Advisors
