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.
Service and Operations Team
“Working with Meridian Financial has allowed us peace of mind to not have to worry about our financial situation because we know the team is managing and watching over our plan for us. The team they have built is knowledgeable, honest, and trustworthy, and the succession plan in place has given us comfort knowing we will always be taken care of.”
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)