As our Managing Partner and Senior Wealth Advisor, Meredith handles all of CORE’s day-to-day advisor oversight. She provides assistance in client relationship building, advisor collaboration on complex accounts and ongoing account management.
With her Series 24 license, she’s certified to handle all our advisor’s compliance needs, from trade review and investment recommendation suitability to marketing approval and client communication review. She strives to provide personal service that makes the review process simple for advisors so they can spend more time focusing on their businesses.
Meredith attended Duquesne University of the Holy Spirit for undergraduate as well as graduate school, accomplishing a Bachelor of Science in Business Administration Degree and a Master of Business Administration Degree with a concentration in Finance. She has also successfully obtained the Series 7, 66, and 24 financial licensing, held through LPL Financial, in order to provide securities related advice.
Meredith enjoys being active within the community and giving back in any way she can. As a resident and business owner of Rock Hill, South Carolina, Meredith is also a board member for Historic Rock Hill and Nothing Pink.