Natalie Fernandez | Partner & President, Meridian Wealth Management West
Jake Blumenthal | Wealth Management Advisor & Portfolio Analyst
Angie Fernandez | Director of Advisor Transitions
Megan Grotkier, FPQP® | Relationship Manager
Shawn A. Best, M.S., CFP® | Senior Wealth Management Advisor
Bruce Ward, CFP® | Senior Wealth Management Advisor
Sergio V. Ortiz | Wealth Management Advisor
Roxy Borquez | Relationship Manager
Jessica Pacheco | Senior Relationship Manager
Bryce Coward, CFA, CFP® | Director of Investments, Sr. Wealth Management Advisor
Valerie Farris | Senior Relationship Manager
David Furmanski, CEPA®, CRPC® | Wealth Management Advisor
Kelly Tesi | Executive Assistant
Client Login
