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Amy Merrill, CFP®

Managing Director, Partner
Amy serves as a Wealth Manager, working closely with her clients to establish and maintain comprehensive financial plans. Specializing in investment management, estate planning, tax planning, risk management, employee benefits, education planning and retirement planning, Amy covers all aspects of professional wealth management for her clients. Amy brings over 25 years of experience in the financial services industry. Prior to joining Creative Planning, Amy was a principal and partner of a large independent wealth management firm in Atlanta. Amy has served high-net worth individuals and families for her entire career, working closely with each of them to help them achieve their goals. Amy earned a Bachelor of Science degree in Business Administration with a concentration in finance from the University of North Carolina at Chapel Hill. Amy is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards. Amy and her husband Jonathan have three boys - Jack, Davis and Will. Amy enjoys spending time with her family, watching her boys play a myriad of sports, traveling, reading, and serving in their church and community.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide


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Providing financial peace of mind across the globe



Combined assets under management & advisement as of December 31, 2021