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Meredith P.

Financial Professional | Client Services


Financial professional with a proven history of helping clients pursue their financial goals through excellent client service, financial planning and investment knowledge. Passion for ensuring customer success.

Key Skills & Competencies

Client Relationships, Financial Planning, high emotional IQ, Problem Solver, Investment Knowledge, Communications, Resourceful, Organization, Training & Development
Tech skills: MS Office Suite, proficient in Docupace, Redtail CRM, AdviceWorks ERP

Professional Experience

Analyze information and data presented by clients or other parties for inclusion in documents.

Community Experience


Bachelor of Science, Business Economics | State University of New York (SUNY) | Oneonta, NY
SIE exam, FINRA, expected Nov 2021

Certificate, Sustainable Health and Nutrition | The Institute of Sustainable Nutrition | Granby, CT
Certificate, Community Herbalist | The Institute of Sustainable Nutrition | Granby, CT

Other Experience/Awards/Publications

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