Can't wait to meet you!
I'm Meredith, or Meri for short! A born and raised 'Bostonian' that transplanted to San Diego to attend college. I joined Stratos Private Wealth not long after graduating with my Bachelor of Science degree in Financial Services from San Diego State University and obtaining my certificate in Personal Financial Planning. The finance industry always sparked my interest and my parents have played a big role in my desire to understand the intricacies of wealth building and preservation. Being a young woman starting off in a male-dominated industry has given me a unique perspective that I plan to utilize in my career; advising with empathy, and holistic practices are the foundation of my approach in assisting clients with their financial roadmaps.
My desire to help others navigate their financial journeys is only matched by my desire to explore the world and experience new cities, cultures and communities. If you ever receive an out of office email from me it's likely because I'm planning my next trip with friends. Outside of the office you can usually find me hanging with my cat Benny while in indulging in a good book, playing the piano or taking in the San Diego coast on a long walk.
