Allegacy Investment Group recently announced the promotion of Merrill (Shaw) Stewart to Program Manager, where she is responsible for the strategic growth and development of the Financial Planning Program.
In 2003, Stewart began her career at Allegacy in customer service, retail lending, and a sales and service team leader before becoming a Financial Center Manager. In 2008, she transitioned from retail to serve as Financial Assistant with Allegacy Investment Group and later became a Financial Advisor after obtaining several Financial Industry Regulatory Authority (FINRA) licenses. By 2016, Stewart was selected to become Associate Program Manager after achieving great success in her previous roles.
“Merrill lives out Allegacy’s core values and behaviors of helping people and providing ‘doing right’ moments,” said Chief Financial Planning Officer Steve Franke. “With this well-deserved promotion, Merrill will continue to lead, influence, and establish positive working relationships across all levels of our credit union and insure our members’ financial wellbeing is top priority.”
A 2002 graduate of University of North Carolina Charlotte, Stewart has become active in industry networking and study groups on a national level. In 2019, she was recognized by Bank Insurance Securities Association (BISA) for her leadership abilities, naming her as a BISA Rising Star in the industry for demonstrating outstanding promise and commitment in diversity and inclusion in the financial industry.
Merrill (Shaw) Stewart