Heather Merchant

Co-Founder, Director of Client Services

A small-business owner with over a decade in sales and marketing leadership

Hunt Country Wealth Management gives Chris and I the opportunity to combine his expertise in financial planning with my expertise in client service. Our vision is to provide absolutely top-caliber financial plans and guidance in a friendly, family-centered environment. We see ourselves as client advocates, looking out for their best interests and doing all we can to make sure they enjoy a rewarding and worry-free retirement.

My background in the hospitality industry emphasized the importance of surpassing client expectations and staying proactive on behalf of our clients. My experience as the owner of a small business keeps Hunt Country Wealth Management efficient, accountable and alert for new tools and processes we can use to meet our clients’ evolving retirement goals.

I’m active in our local community and serve on the Board of Directors for Preservation of Historic Winchester.

FINRA: Check Your Broker

Women’s Choice Award® Selection criteria and disclosure may be viewed here.

Securities offered through Securities America, Inc., Member FINRA / SIPC. Advisory services offered through Securities America Advisors, Inc. Hunt Country Wealth Management and Securities America are separate entities. FINRA registered branch office: 46 S. Loudoun St. Winchester VA, 22601. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.