Karen McIntyre, AIF®
Wealth Management Advisor
Karen McIntyre joined the Meridian team in 2021. She is an Accredited Investment Fiduciary (AIF®) and has more than 15 years of experience in investment management and financial planning with high‐net‐worth clients and the emerging affluent. Additionally, Karen works closely with institutional investors, including foundation and endowment accounts and retirement plans.
Originally, from Ohio, Karen studied at Bowling Green State University and received a Bachelor of Science in Business Administration from Indiana Wesleyan University. She is a graduate of the 2020 Leadership Lexington class and an active volunteer in the community. These pursuits include acting as Treasurer for the Kentucky Craft History and Education Association and fundraising for the Bluegrass Chapter of the American Red Cross.
In her free time, Karen loves reading and practicing yoga and enjoys travel with her husband, Dan, and long walks with Black Labrador, Abby.
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: 520.719.1433
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.
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