Kay Lynn Mayhue

President at Merit Financial Advisors

Speaker

Kay Lynn has played many roles in the financial advisory industry: as a successor, partner, seller, and buyer. This unique and diverse background allows her to be able to relate to advisors in all phases of their careers and mergers and acquisitions. With a background in financial planning and leadership, her career expands over several areas, including advising clients, mergers and acquisitions, and strategic growth.

Kay Lynn worked her way up from an entry-level position to earn her seat at the C-Suites table as President of Merit, which manages $11.5 billion in RIA and Brokerage assets under management. She holds her CFP®, AEP®, and RFC® and has been a critical decision-maker for two firms over the past twenty years. Kay Lynn has overseen multiple mergers and acquisitions over the past four years and has been recognized for her position as a female leader in the financial services industry.

She is passionate about helping people take their careers – and themselves – to exceptional levels. Kay Lynn’s influence in the industry and her drive for success is a driving factor in Merit's ongoing growth and appeal to growth-oriented advisors.

Most recent awards won:

• M&A Leader of the Year 2023 - WealthManagement.com

• Trailblazer of the Year 2023 - InvestmentNews

• Top Women Wealth Advisors Best-in-State 2023 - Forbes/SHOOK

• Best In State Advisors 2023 - Forbes/SHOOK

• Executive Team of the Year 2023 - ThinkAdvisor Luminaries

• Top 100 Advisors to Watch $1B+ 2023 - AdvisorHub