Merry Boone, CFP®,
Senior Wealth Advisor, RJFS
What does your life look like outside of the office?
Originally from Pennsylvania, I have lived in North Carolina since 1997, and have been a financial advisor since 1999. Active in the community, I am a member of the Catawba Valley Chamber of Commerce and the Catawba Valley Historical Society. I also 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. I’m an avid gardener with one daughter and two grandchildren.
What can you tell us about your professional journey?
I attended Baptist College of Charleston and graduated cum laude in 1986 with a Bachelor's degree in Business Administration. I also earned a Master's degree in Business Administration from Charleston Southern University in 1993. In addition, I received the professional designation of CFP®, CERTIFIED FINANCIAL PLANNER™ professional certification in 2009.
Merry was an Aircraft Maintenance Technician in the US Air Force. She was stationed in the UK for three years and traveled extensively throughout Western Europe wherever her aircraft was deployed.
Managing Your Money Doesn’t Have To Be Complicated
When you have a plan, you can make decisions confidently,
knowing that you're living your life intentionally.