Dana Merritt
Premier Banker
9600 Medlock Bridge Rd
Duluth, GA 30097-5962
About me
Background
Dana Merritt is a Premier Banker and registered representative with 23 years of financial services experience. She chose to work at Truist because the company’s purpose, mission, and values align with her core values—particularly the community bank model that ensures that the firm, its teams, and individuals remain intertwined with the communities and events that are important to those around them. Dana helps empower clients to take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. Her daily goal is to put her clients first, working with them and a larger team to build their trust through high-touch attention, in-depth conversations, and technology. She seeks to guide clients through their financial journeys to success, from today to retirement—and beyond.
Education
Personal interests
Specialties
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more
Wills, trust, wealth transfer, estate administration and settlement, and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
Locations
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