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Meridian Wealth Management Tucson Advisor & Staff Biographies

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Natalie Fernandez | Partner & President, Meridian Wealth Management West

Jake Blumenthal | Wealth Management Advisor & Portfolio Analyst

Angie Fernandez | Director of Advisor Transitions

Megan Grotkier | Executive Assistant

Shawn A. Best, M.S., CFP® | Senior Wealth Management Advisor

Bruce Ward, CFP® | Senior Wealth Management Advisor

Sergio V. Ortiz | Portfolio Manager

Roxy Borquez | Executive Assistant

Jessica Pacheco | Executive Assistant

Bryce Coward, CFA, CFP® | Wealth Management Advisor, Director of Investments

Valerie Farris | Executive Assistant

Abbey Rustand | Executive Assistant

David Furmanski, CEPA®, CRPC® | Wealth Management Advisor

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Meridian Wealth Management, LLC
100 West Main Street, Suite 450
Lexington, KY 40507

CONTACT US

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

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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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