Meridian Financial Employee Directory

Financial ServicesUnited States11-50 Employees

Meridian Financial is at the forefront of redesigning retirement, redesigning life. We help business owners, executives, retirees, and professional athletes navigate from financial success to life significance. We do this by guiding our clients through the process of creating and implementing a financial plan that is designed to successfully achieves their goals while minimizing their financial stress. This frees up our clients to focus more time on what is truly important to them.

Find Meridian Financial employees' phone numbers or email addresses

Meridian Financial Global Highlights

North America
16

United States Of America
16

Meridian Financial's Leadership

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

Contact profiles from Meridian Financial

Name

Title

Contact Info

Location

Last Update

B. N.
Associate Private Wealth Advisor
Mobile Phone
Email
Apr 29, 2025
A. G.
Client Events & Experience Coordinator
Mobile Phone
Email
United StatesNorth Carolina
Oct 26, 2025

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, US. 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 October 2025. These team members are located across 1 continents, including North America.

Who are Meridian Financial's key employees and leadership?

As of October 2025, Meridian Financial's key employees include:

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

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