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.

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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%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Meridian Financial

Name

Title

Contact Info

Location

Last Update

K. S. J.
Associate Wealth Management Advisor
Mobile Phone
Email
United States
Feb 17, 2026
B. N.
Associate Private Wealth Advisor
Mobile Phone
Email
Apr 29, 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 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.

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Meridian Financial Employee Directory

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