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.

 

Bob Rauf , CLU®, ChFC®

Private Wealth Advisor

Office 919-755-3201


Mobile 919-349-5221


Email

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Jason Garey , CFP®, ChFC®

Private Wealth Advisor

Mobile 919-985-1023


Email

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Kelly Parker , CLU®

Private Wealth Advisor

Mobile 919-795-0218


Email

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Ashton Gibson

Client Service Coordinator

Office 919-755-3201 ext. 3333


Email

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Caitlin Hunnicutt

Director of Marketing and Client Experience

Office 919-755-3201 ext. 11344


Email

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Debbie Kenny , PHR

Director of Human Resources

Office 919-755-3201 ext. 375


Email

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Liz Merritt

Insurance Operations Manager

Office 919-755-3201 ext. 3445


Email

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Griffith Midgett

Insurance Coordinator

Office 919-755-3201 ext. 6627


Email

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Becca Nobles , CLF®, MBA

Associate Private Wealth Advisor

Office 919-755-3201 ext. 8721


Email

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Emily Paolone

Investment Operations Manager

Office 919-755-3201 ext. 8237


Email

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Brian Rauf

Director of Operations

Office 919-755-3201 ext. 395


Email

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Katie Schrull

Associate Private Wealth Advisor

Office 919-755-3201 ext. 7326


Email

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