Meredith has been serving the financial needs of individuals, families, and business owners for more than 7 years. She strives to develop long-term relationships with clients with the objective of understanding what’s most important to them and their goals for the future.
She is dedicated to helping us provide a dedicated and focused client experience. She is also committed to helping educate and inform our clients throughout their financial journey, while working to make their lives easier.
Meredith will be engaged with your customized financial planning process as well as our firms marketing. Empathetic and detail-orientated, her goals are to always make working with us easy and effortless.
Meredith earned her bachelor’s degree in Exercise Science from the University of Mount Union. Then in 2022 she attended Yale School of Management for her Certified Private Wealth Advisor® designation.
Meredith lives in Westlake with her husband Noah, and their two fur children, Abby and Tater. In her free time, Meredith enjoys going on hikes, watching college football, and spending time with her family and friends.
She is a member of the Investment and Wealth Institute, Cleveland’s Young Professional 20/30 club, and Alpha Delta Pi sorority. She also volunteers with the American Cancer Society for their Pan Ohio Hope Ride.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.
Raymond James is not affiliated with the above organizations and/or charitable causes.