Holli Merchant
Office Manager, Executive Assistant
I find freedom through order…
Hi, my name is Holli. I’m the Office Manager and Executive Assistant at Hunt Country Wealth Management.
I’m responsible for managing our processes and delivering superior service to our clients. I value the opportunity to help you achieve freedom in your financial life by providing a stable, organized foundation on which you can rely. I’ll likely be the first contact within the company with whom you’ll interact.
I assist you with setting up appointments, answering inquiries, account setup, and keeping you up-to-date on planned milestones and impending timelines. In the end, I ensure you have a premium-level experience from start to finish.
To that end, I am committed to helping you reinforce your goals as you navigate the next chapter.
My professional credentials include successful completion of the FINRA Securities Industry Essentials Exam as well as the Securities America–Assistant University and Office Manager training. Away from the office, I’m a Certified Yoga Instructor. I pull from that experience to help our team achieve a sense of balance and harmony across all aspects of our operation.
MEET HEATHER
MEET CHRIS

I find freedom through order…
In my personal life, I’ve always gravitated toward the practice of yoga. It provides me a place to exercise and refine my ability to remain calm, regardless of what may be occurring in the world around me. It has given me a stable foundation for order and the freedom to control my choices.
In life, like in business, there are many things outside of our control. Within financial services, we cannot control what the economy does or doesn’t do. We have no command over the ebbs and flows of the stock market, nor can we estimate with any precision how much inflation will rise or what geopolitical event may next occur.
Thankfully, it’s outside of these unknowns that we can find true power. It’s here we can build a successful foundation for the future. We can control our planning and strategy. We can control our emotions and our responses. We can overcome uncertainty by making a plan to address and mitigate unforeseen circumstances. And although we may not know what the future holds, we can be prepared and ready for it!
Our Services
Let’s help you navigate the road ahead…
We believe retirement should free you. It all starts with a plan.
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