Broker Check
 Woody  Merry

In 1975, B.W. "Woody" Merry, Financial Professional with Equitable Advisors began his 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.

People took notice. His sponsoring company, Mutual Life Insurance Company of New York (The MONY Group, later to become Equitable Life Insurance Company, NY, NY), recognized Woody's commitment with honors and rewards. In fact, he was a consistent qualifier and life member of the Million Dollar Round Table.

More importantly, however, his clients recognized his depth of financial service capabilities, and his genuine concern for their families' financial foundations by placing their trust in his advice and counsel.

Today, Woody Merry continues his legacy of financial services 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 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. Woody has received the Wharton Certificate in Retirement Planning (Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania).

Woody has also been deeply involved in the Augusta civic arena. His civic leadership has included:

  • National Association of Insurance and Financial Advisors for over 45 years
  • Chairman, Vision Discovery Institute, AU Health (Medical College of GA)
  • Exchange Club of Richmond County
  • St. Joseph Hospital Development Council
  • Sunshine Foundation
  • Augusta Metro Chamber of Commerce, past Red Carpet Tour Chairman
  • Augusta Metro Chamber of Commerce, past member and Board of Directors
  • Leadership Augusta Graduate
  • Augusta Showcase, past Chairman
  • Greater Augusta Horse Show, Founder and past Chairman

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 Complaints about an Equitable Advisors FP should be directed to

Securities and investment advisory services 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 and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond 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.