About Us

About Our Firm

In 1975, B.W. “Woody” Merry,  began a career of financial guidance and counsel that was designed for one essential purpose: to help people plan for their future by making solid financial decisions today. Along the way, Woody distinguished himself, and his mission, by adhering to strict ethical standards and a common-sense philosophy of integrity.

And people took notice. His sponsoring company, Mutual Life Insurance Company of New York (the MONY Group, later to become Equitable) recognized Woody's commitment with honors and awards. In fact, he was a consistent qualifier and life member of the Million Dollar Round Table. But more importantly, his clients recognized his depth of financial strategies experience, and his genuine concern for their family's financial foundation. 

Today, Woody Merry continues his legacy of financial service by learning, by teaching, and by reaching out to his community in ways that define leadership. He has completed continuing education curricula at the University of Southern California, University of Alabama, University of Notre Dame, and the American College. Woody has taught at Augusta State University and the Life Underwriting Training Council in Augusta. The renowned Wharton School at the University of Pennsylvania has certified Woody in their comprehensive curriculum in retirement planning.

Woody is deeply involved in the Augusta civic arena. His past leadership roles include:

  • The National Association of Insurance and Financial Advisors, for over 40 years. This includes five years of being an instructor for the Life Underwriter Training Council (LUTC) and serving on the Board of Directors.
  • Exchange Club of Richmond County
  • Saint Joseph Hospital Development Council (Chairman & Board Member)
  • Augusta Metro Chamber of Commerce, where he received the Leadership Augusta Community Service Award
  • Sunshine Foundation (Board Member)
  • Augusta Players (Chairman, Advisory Board)
  • Augusta Metro Chamber of Commerce Red Carpet Tour (Chairman)
  • Augusta Showcase (Chairman) - A branch of the Augusta Metro Chamber
  • Leadership Augusta (Graduate, 1987)
  • Georgia Academy of Economic Development, (Graduate, 2006)

Let's take a look at Woody's portfolio of financial service offerings:

  • Retirement and Estate Strategies
  • Non-Fee Needs Analysis
  • Wealth Preservation and Accumulation
  • Equity Investments and Mutual Funds
  • Business Continuation Plans
  • Executive Bonus Plans
  • Deferred Compensation Plans
  • Life, Disability Income, and Long-Term Care Insurance

Woody Merry has earned the Retirement Planning Specialist (RPS) title. The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT, as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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