Meredith joined HB Wealth in June 2025 as a Wealth Advisor. Working with our clients, she evaluates their financial situation and analyzes financial strategies to create solutions that help to achieve their objectives. Meredith partners with clients to handle the challenges of managing their wealth in a way that is meaningful to attaining their goals while allowing them to focus more time and resources on what is important to them.
Meredith brings a wealth of experience in institutional fund analysis, family office services, and trust administration. Her career includes roles as an advisor at UBS as well as time spent in research and project management at Legg Mason Capital Management. In addition, she created and worked at a private single family office and served as an investment officer at Argent Financial Group.
She holds a Bachelor of Arts degree in Economics from Emory University and an MBA from the Robert H. Smith School of Business at the University of Maryland. Meredith has earned the Accredited Investment Fiduciary (AIF) designation and is a Certified Divorce Financial Analyst (CDFA).