Meredith plays an integral role in ensuring the high level of dedicated, client-focused service our team is known for. With a strong attention to detail and a commitment to responsiveness, she delivers timely, accurate and thoughtful support, always prioritizing the needs and experience of our clients.
In addition to serving as a key point of contact, Meredith supports the team by servicing client accounts, coordinating schedules, preparing materials for client meetings and contributing to ongoing marketing initiatives. Her organizational skills and proactive approach help keep both clients and the team operating smoothly.
Meredith began her career and worked with our team for several years at Morgan Stanley before stepping away to focus on raising her four children and supporting her husband in growing his business. She remains deeply engaged in her community through volunteer work and enjoys spending time with her family, especially skiing and attending her children’s many sporting events.