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Meridian Financial Team

The Meridian Financial team combines expertise in financial planning, asset management, and risk management with a particular focus on serving the unique needs of individuals about to retire or in retirement, business owners, sports professionals, and multi-generational families. Our team works together, integrating each member’s unique gifts to serve our clients with excellence. We deliver timely service and consistent follow through, and we’re available whenever you need guidance or support.

Advisors

Bob Rauf CLU®, ChFC®

Private Wealth Advisor

Jason Garey CFP®, ChFC®

Private Wealth Advisor

Kelly Parker CLU®

Private Wealth Advisor

Becca Nobles CLF®, MBA

Associate Private Wealth Advisor

Katie Schrull Jarrett

Associate Private Wealth Advisor

Service and Operations Team

Ellen Alderson

Investment Operations Associate

Ashton Gibson

Client Service Coordinator

Caitlin Hunnicutt

Director of Marketing and Client Experience

Debbie Kenny PHR

Director of Human Resources

Liz Merritt

Insurance Operations Manager

Griffith Midgett

Insurance Coordinator

Emily Paolone

Investment Operations Manager

Brian Rauf

Director of Operations

Team Awards

KELLY PARKER – 2023 40 UNDER 40 LEADERSHIP AWARD (TRIANGLE BUSINESS JOURNAL)

2020 TOP 5 CELEBRATION OF EXCELLENCE AWARD WINNER, RALEIGH NETWORK OFFICE (KELLY PARKER)

2019 THRIVE AWARD WINNER: FASTEST GROWING ADVISORS IN THE U.S.

JASON GAREY – 2016 40 UNDER 40 LEADERSHIP AWARD (TRIANGLE BUSINESS JOURNAL)