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
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Bob Rauf CLU®, ChFC®
Private Wealth Advisor
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Becca Nobles CLF®, MBA
Associate Private Wealth Advisor
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Katie Schrull Jarrett
Associate Private Wealth Advisor
Service and Operations Team
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Caitlin Hunnicutt
Director of Marketing and Client Experience
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“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.”
Awards
![Forbes Best-In-State Wealth Advisors 2024](../../../../../../../../media/634592/forbes-best-in-state-wealth-advisors-2024.jpg)
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.