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Dale Merritt


  • B.S. in Criminal Justice, 2005, Appalachian State University, Boone, N.C.
  • Minor in Business Management, 2005, Appalachian State University, Boone, N.C.


  • Financial Advisor with Banyan, Rock and Talent, Wealth Strategists (December 2005 – February 2009)
  • CEO/President of Merritt Wealth Strategies, Raleigh, North Carolina (February 2009 – Present)
  • Dave Ramsey Endorsed Local Provider August 2013- Present*
  • Member, American Association for Long-Term Care Insurance (AALTCI)


  • Certified in Long Term Care (CLTC), 2009 – Present
  • Series 6 Securities Registration
  • Series 7 Securities Registration
  • Series 63 Securities Registration
  • Series 66 Securities Registration
  • Life/Health Insurance License
  • Long-Term Care Insurance License

Community Leadership

  • Lifetime Member, North Carolina Cattlemen’s Association (2007-Present)
  • Member, Little River Chapter Ducks Unlimited (2007-Present)
  • Member, Appalachian State University Triangle Alumni Chapter
  • Member, Zebulon Chamber of Commerce (2005-Present)
  • Member, Knightdale Chamber of Commerce (2006-Present)


  • Paw Prints Animal Rescue, Garner, NC, 2006-Present
  • World Help, 2008-Present