Meridian Wealth Partners
We provide our clients with a comprehensive array of financial options and the trusted guidance to help them prepare for the future. We put the client first by utilizing our proprietary analytical system, the Progression of Wealth® financial planning. This revolutionary discipline connects the management of wealth to meaningful, personal goals. Dealing with multiple brokers, banks and institutions can create fragmented finances. At Meridian Wealth Partners, we offer a more holistic approach to better organize and manage your portfolio. You benefit from better informational reporting, oversight and analytics once your assets are managed by a single trusted advisor. In 2017, the revolutionary personalized planning process of HJ Wealth Management, LLC and the similar financial expertise of Meridian Financial Services combined to create Meridian Wealth Partners, LLC, all with the goal of further enhancing our client-first way of doing business.
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Verified contacts
11
available on Kipplo
LinkedIn employees
11
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
3
tools in use
Monthly traffic
65
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- DM
Daniel McCusker
Director · General Business & Management
EmailPhone - HT
Heather Tracey
Director of Client Services · Customer/Client Service
EmailPhone - PD
Peter Derby
Director · General Business & Management
EmailPhone - AP
Anthony Perhacs
Financial Planner · Finance & Accounting
EmailPhone - AP
Anthony Perhacs
Financial Planner · Finance & Accounting
EmailPhone - MR
Marlon Rose
Associate Financial Planner · Finance & Accounting
EmailPhone - DD
Djamy Diawara
Client Service & Regulatory Compliance Specialist · Other
EmailPhone - KA
Ken Ambrogi
Chief Investment Officer · Finance & Accounting
EmailPhone
Showing 8 of 11 verified contacts
Top roles at Meridian Wealth Partners
7 distinct titles indexed · top 7 shown.
- 3financial planner
- 2associate financial planner
- 2director
- 1chief investment officer
- 1client service & regulatory compliance specialist
- 1director of client services
- 1wealth management advisor
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