What departments does Meridian Financial have?

Meridian Financial has employees across 2 departments including Operations, Administrative.

What is the largest department at Meridian Financial?

The largest department at Meridian Financial is Operations with 4 employees.

Where are Meridian Financial employees located globally?

Meridian Financial has employees across 1 continents and 1 countries including United States Of America.

How has Meridian Financial's team size changed over time?

Meridian Financial's team has remained stable from approximately 19 to 19 employees based on available data.

Meridian Financial Employee Directory

Financial ServicesNorth Carolina, United States11-50 Employees

Meridian Financial operates in the financial services field, guiding clients through retirement planning and aligning finances with personal goals. Its client base includes business owners, executives, retirees, and professional athletes, and it helps them move from financial success toward meaningful life outcomes. The firm emphasizes creating and implementing a personalized financial plan intended to meet objectives while reducing financial stress, enabling clients to devote more time to what matters.

Based in Raleigh, North Carolina, Meridian Financial operates in the financial services industry and is described as a small to mid-sized firm. Its website is meridianfinancial.nm.com.

Meridian Financial Global Highlights

North America
19

United States Of America
19

Meridian Financial's Leadership

B. R.
Director Of Operations
Mobile Phone
Email
D. K.
Director Of Insurance Services And Office Manager
Mobile Phone
Email
E. G.
Investment Operations Manager
Mobile Phone
Email
L. M.
Insurance Operations Manager
Mobile Phone
Email
K. P.
Principal | Private Wealth Advisor
Mobile Phone
Email
A. W.
Associate Private Wealth Advisor
Mobile Phone
Email
B. R.
Private Wealth Advisor
Mobile Phone
Email
J. G.
Private Wealth Advisor
Mobile Phone
Email

Meridian Financial Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Meridian Financial

Name

Title

Contact Info

Location

Last Update

B. R.
Director Of Operations
Mobile Phone
Email
Sep 10, 2025
D. K.
Director Of Insurance Services And Office Manager
Mobile Phone
Email
United StatesNorth Carolina
Jan 01, 2026
E. G.
Investment Operations Manager
Mobile Phone
Email
Jan 28, 2026
L. M.
Insurance Operations Manager
Mobile Phone
Email
United StatesNorth Carolina
May 22, 2026
K. P.
Principal | Private Wealth Advisor
Mobile Phone
Email
United StatesNorth Carolina
May 02, 2026
A. W.
Associate Private Wealth Advisor
Mobile Phone
Email
United StatesNorth Carolina
Mar 17, 2026
B. R.
Private Wealth Advisor
Mobile Phone
Email
United StatesNorth Carolina
May 29, 2026
J. G.
Private Wealth Advisor
Mobile Phone
Email
United StatesNorth Carolina
Jan 27, 2026
Z. W.
Insurance Coordinator
Mobile Phone
Email
Nov 14, 2025
C. B.
Investment Operations
Mobile Phone
Email
United StatesNorth Carolina
May 08, 2026

Frequently Asked Questions

What is Meridian Financial known for?

Meridian Financial was founded in 1986 operates in the Financial Services industry. The company's main headquarters is located in 1201 Edwards Mill Road Second Floor Raleigh, North Carolina 27607 United States. Explore Meridian Financial's company overview page for more information.

What is Meridian Financial's most common email format?

Meridian Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Meridian Financial email formats with LeadIQ.

How many employees does Meridian Financial have currently?

Meridian Financial has approximately 18 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Meridian Financial's key employees and leadership?

As of June 2026, Meridian Financial's key employees include:

Director Of Operations: B. R.
Director Of Insurance Services And Office Manager: D. K.
Investment Operations Manager: E. G.
Insurance Operations Manager: L. M.
Principal | Private Wealth Advisor: K. P.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Meridian Financial Employee Directory

Find Meridian Financial employees' phone numbers or email addresses

Name search is limited — try advanced search instead