Meet Our Management Staff
Our management staff have extensive experience in the financial industry. At Meridian, we strive to foster a team culture built on sharing ideas and experiences to better serve our clients.
Our management staff have extensive experience in the financial industry. At Meridian, we strive to foster a team culture built on sharing ideas and experiences to better serve our clients.
Lexington, KY: 859.543.4516
Tucson, AZ: 520.719.1433
The Villages, FL: 859.806.8368
Allen, TX: 214.644.2560
Upland, CA: 909.579.6470
Carmel, CA: 831.647.8445
Scottsdale, AZ: 602.562.8053
Mandeville, LA: 985.871.3656
Palm Beach Gardens, FL: 561.954.4767
Advisory services offered through Meridian Wealth Management, LLC, a Registered Investment Advisor. Top RIA Firm is awarded by Forbes.com (Awarded Oct 2024) Data Compliance by Shook Research LLC based on the time period from 3/31/23-3/31/24.
Legal Disclaimer | Privacy Policy | ADV Part 2A | ADV Part 3 – Form CRS
