RIA Edge Podcast: Building a National RIA Brand Without Losing Identity with Kay Lynn Mayhue

RIA Edge
30/09/2025 39 min
RIA Edge Podcast: Building a National RIA Brand Without Losing Identity with Kay Lynn Mayhue

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Episode Synopsis

In this episode of the RIA Edge podcast, host David Armstrong speaks with Kay Lynn Mayhue, president of Merit Financial, about the firm’s approach to growth as it reaches $24 billion in assets under management and celebrates its 50th acquisition. Mayhue discusses Merit’s recent capital partnership with Constellation Wealth and how the firm balances aggressive …

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