AAMS®, Financial Advisor
Meredith has been a part of the Lumina Wealth Management team since 2008. Her analytical talents are invaluable for recognizing patterns and trends and extracting data-driven intelligence to fuel decisions. Meredith previously worked as a Client Service Associate at Smith Barney, New York and as an Account Administrator for Wachovia Securities, New York. She graduated from the University of North Carolina Wilmington with a Bachelor of Science in Business and a concentration in Finance.
Contact Meredith: firstname.lastname@example.org