Heather Merchant

Co-Founder, Director of Client Services

Chris and I founded Hunt Country Wealth Management with a vision to provide absolutely top-caliber financial plans and guidance in a friendly, family-centered environment. Combining his expertise in financial planning with my expertise in client services and educational-based marketing, we view ourselves as client advocates. We always strive to look out for our clients’ best interests and do all we can to make sure they enjoy a rewarding and worry-free retirement.

My background in hospitality industry leadership emphasizes the importance of surpassing client expectations and staying proactive on behalf of our clients. My experience owning and operating numerous small businesses keeps Hunt Country Wealth Management efficient, accountable, and alert for new tools, technologies and processes we can use to reach people when they need us and meet their evolving retirement goals.

I hold a degree from Longwood University and a certificate from George Washington University. I am active in our local community and currently serve on the Board of Directors for the 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.