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Awma® Merra Lee Moffitt
Just featured on front page of 422 Business Advisor Newspaper and a Business Profile in Wyomissing Neighbors Magazine!
Professional Background
Merra Lee Moffitt is a distinguished financial professional with a strong commitment to empowering entrepreneurs and small business owners to achieve financial success. As a Senior Partner and Wealth Strategist at The Good Life Financial Group, she plays a pivotal role in guiding her clients through the complexities of business and personal financial planning.
With a deep understanding of wealth accumulation and life planning, Merra provides comprehensive financial strategies tailored to the unique needs of small business owners. Her expertise in finding hidden profits and enhancing business performance has made her a trusted advisor in the financial community. Clients appreciate her ability to identify missed billings, explore pricing strategies, and uncover new service opportunities. Merra's proactive approach helps businesses maximize their profits, allowing them to focus on what truly matters—their families and communities.
Merra Lee Moffitt's experience is further expanded by her previous roles, including serving as a Small Business Profitability Coach at Capture Profits, LLC, where she honed her skill in profitability strategies. Moreover, her tenure as a Top Advisors Forum Financial Advisor at Waddell & Reed showcased her capability to craft impactful financial plans that have yielded long-term benefits for her clients. Merra's leadership skills were also highlighted during her time as Chairman of the Board and CEO at Service Management International, providing her with unique insights into the financial needs of businesses.
Education and Achievements
Merra's academic background is both impressive and multifaceted, demonstrating her dedication to knowledge and excellence in the financial sector. She graduated with a Bachelor of Science degree in Computer Science and Psychology from Millersville University of Pennsylvania, offering her a unique perspective that combines analytical skills with an understanding of human behavior—an asset when working with clients.
Furthering her financial expertise, Merra earned multiple professional designations from the College for Financial Planning, including the Certified Financial Planner (CFP), Chartered Mutual Fund Counselor (CMFC), and Accredited Wealth Management Advisor (AWMA). These credentials reflect her commitment to providing quality financial advice and a deep knowledge of wealth management principles.
Notable Achievements
Some of Merra's most notable achievements include her ability to streamline business operations and drive profitability for her clients. By leveraging tactics like uncovering missed project opportunities and implementing effective cost-cutting measures, she has significantly contributed to the financial health of numerous businesses.
Merra's work does not go unnoticed in the financial community, as her insightful contributions as a former Radio Host at the International Association of You allowed her to share her expertise on broader platforms. She engages with her audience, providing them with valuable tips and strategies to foster financial literacy. Her strong dedication to community service is evident in her approach to financial planning—she supports entrepreneurs not just by enhancing their business profits but by fostering a culture of giving back to their communities.
Merra Lee Moffitt's commitment to entrepreneurs and small business owners is unwavering, and her blend of financial acumen, education, and experience positions her as a leading figure in financial planning. As she continues to develop innovative strategies to help businesses and families thrive, her passion and dedication illuminate her path as a trusted advisor in the world of financial planning.