Merry Boone, CFP®, AAMS® Financial Advisor
People's Bank Plaza
1333 Second Street NE
Suite 302
HickoryNC 28601
Phone: 828-270-3200
Fax: 828-270-3202
Contact Us

About Us

Merry Boone, CFP®, AAMS®
Financial Advisor

Originally from Pennsylvania, Merry Boone has lived in North Carolina since 1997, and has been a financial advisor since 1999. She attended Baptist College of Charleston and graduated cum laude in 1986 with a Bachelor's degree in business administration. Merry also earned a Master's degree in business administration from Charleston Southern University in 1993.

In addition, Ms. Boone received the professional designation of AAMS®, Accredited Asset Management Specialist in 2004 and the CFP®, Certified Financial Planner™ professional certification in 2009.

Active in the community, Merry is a member of the Catawba Valley Chamber of Commerce and the Catawba Valley Historical Society. She recently served on the executive board of the Catawba Valley Chamber of Commerce. Other activities have included president and board member of the Women's Resource Center, president and board member of the Western Catawba County Kiwanis Club, and board member of the North Carolina Community Foundation, Catawba Valley.

About Raymond James

In 1962, Bob James set out to build a different kind of financial services firm – one that put people, planning and principles first. And now, more than 50 years later, Bob's different kind of firm is one of the leading independent financial services companies in the United States.

Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.

Milestone spotlight

October 19, 1987: Black Monday. While other firms closed their trading desks to minimize internal losses, Raymond James kept its desks open to meet clients’ needs. Because of Raymond James’ agency-based business model and commitment to client service, this was our first, last and only unprofitable quarter since the firm went public.

We can be sure the markets will change over the next 25 years, and that our industry and firm will continue to evolve. What won’t change is our commitment to the values that have driven our success.

By the numbers*

  • Approximately 7,100 financial advisors
  • More than 2.9 million client accounts
  • Over 2,900 locations throughout the United States, Canada and overseas
  • Approximately $617 billion in total client assets
  • BBB1, positive outlook credit rating (S&P)

It’s been our privilege for more than 50 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come. To take a “scroll” down memory lane, explore our history at RAYMONDJAMES.COM.

*As of 12/31/2016

1A credit rating of a security is not a recommendation to buy, sell or hold securities and may be subject to review, revisions, suspension, reduction or withdrawal at any time by the assigning rating agency.


Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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