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
Service and Operations Team
"I've been with Jason Garey and Meridian Financial for almost 10 years, and I fully trust them with planning and protecting our family's future. Their excellent customer service makes me feel like their only client, and they consistently put my family's needs above their own goals. With a focus on quality over quantity, they carefully choose the clients who align with their values, creating a supportive and dedicated community. Their strong commitment to educating their clients further reinforces my complete trust in Jason and this 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)
Forbes "Best-in-State Wealth Advisors" list (April 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2023. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.