Together we can help you achieve the growth you envision.
Meredith is a Senior Associate on the business development team at Focus, with an emphasis on recruiting new partner firms and merger candidates. Additionally, Meredith helps match RIAs seeking a succession plan with the right partner through Focus Successions.
Prior to joining Focus, Meredith worked as a District Manager and Advisor at ING Financial Partners. At ING Meredith managed a group of twenty advisors and also maintained a personal book of business. While at ING, she obtained the Accredited Wealth Management Advisor (AWMA) designation. Her tenure in the Independent Broker Dealer space helps her understand the mindset of advisors and share with them the advantages of partnering with Focus.
Meredith graduated cum laude from the University of Pennsylvania with a Masters in Public Finance and magna cum laude from the University of Richmond. In her free time Meredith enjoys bikram yoga, trying new restaurants, and spending time with her husband Andy and her dog Hamilton.