Meet Meredith, Lift UP Panelist

1 day ago
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Updated: 19 hours ago

Meet Meredith, now a Financial Advisor at Connecticut Wealth Management, LLC. Meredith launched through Untapped Potential.

Meredith M. Pickett, CFP®, Financial Advisor, Connecticut Wealth Management, LLC.

Reignite & Celebrate Event includes our Lift UP Panel on January 22, 2026, in Farmington, Connecticut, as we proudly celebrate 10 years of Untapped Potential.

Sarah Cody, journalist, best-selling author, three-time Emmy Award-winning media professional, and Director of Public Relations at Middlesex Health will moderate the Panel. Guided by Sarah, our 8th Lift Each Other UP Panel will feature Meredith, along with fellow panelists, Margarita Baquero and Katie Lucca. Each share a different path in industries ranging from Finance, Engineering to Marketing. And, each traveled different paths along the career-life continuum.

Attend to hear their stories! See Meredith's professional bio for a sneak peek.

Meredith Pickett brings more than 14 years of financial planning and client service experience to her role as a Financial Advisor at Connecticut Wealth Management (CTWM). She takes pride in building long-term relationships with clients, going beyond traditional financial strategies to provide personalized guidance and support throughout their financial

journey.

Prior to joining CTWM, Meredith worked at Planning Partners, LLC. Additionally, she was a

Defined Contribution Consultant with USI Consulting Group and a Financial Advisor with

American Express Financial Advisors. While raising her family, Meredith worked as an

elementary math tutor.

Meredith graduated from the State University of New York at Oneonta with a bachelor’s in

business economics. She holds a Certificate in Sustainable Health and Nutrition and a

Certificate in Herbalism from The Institute of Sustainable Nutrition.

Meredith is a CERTIFIED FINANCIAL PLANNERTM (CFP®) licensee.

Meredith serves on the advisory board of The Institute of Sustainable Nutrition. She is also

involved with various charities in the Farmington Valley. Meredith enjoys gardening, spending time outdoors, and entertaining family and friends. She resides in Canton with her husband, Mark, and their rescue greyhound, Tilly. She cherishes time spent with her three children whenever she can.

See prior lifted each other up panels to see the breadth and unique stories that open minds and doors. The panel is a special feature of our Mentor Mingle celebrating 10 years of Untapped Potential!