This site is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Inside ETFs

Early bird savings deadline expires in:

  • 00
    Days
  • 00
    Hrs
  • 00
    Mins
  • 00
    Secs
May 21 - 24
The Diplomat Beach ResortHollywood, Florida

Kay Lynn Mayhue
President at Merit Financial Advisors

Profile

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 over 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:

  • America's Top Women Wealth Advisors 2022 - Forbes/SHOOK

  • America's Top Women Wealth Advisors Best-In-State 2022 - Forbes/SHOOK

Agenda Sessions

  • RIA CEO All Stars Panel

    10:20am