Roxy Borquez
Executive Assistant
Roxy joined Meridian Wealth Management in September 2023 as an Executive Assistant & has over 13 years experience in the Financial Service Industry. She began her career working at Wells Fargo Bank as a Personal Financial Banker & At-Work Advocate providing financial education to employees and students around the Tucson community. She transitioned her career & worked at Charles Schwab as the Client Relationship Specialist, later moving to Scottsdale, AZ to pursue an opportunity at Goldman Sachs PFM as a Relationship Manager.
Joining Meridian brought Roxy back home to her Tucson roots & she is beyond excited to work with our extraordinary Wealth Advisor Team & continue providing an exceptional client experience.
Outside the office, Roxy enjoys her Saturday morning hikes to watch the breathtaking AZ sunrise & topping the evening off with a perfectly cooked medium rare steak. You will catch Roxy with her beverage of choice watching college football (Go Dawgs!) & of course our U of A Wildcats, UFC & NFL. She loves spending time with her family, friends & absolutely loves being the “Fun” Tia.
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.
Legal Disclaimer | Privacy Policy | ADV Part 2A | ADV Part 3 – Form CRS