CE
Carolyn Ealy
Executive Assistant at Meridian Investment Advisors
View Carolyn's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
Executive Assistant
Aug 2015 - Present · 9 years and 4 months
families first (indianapolis, in)
Executive Assistant
Apr 2015 - Aug 2015 · 4 months
Manager Of Educational Resources And Participant Relations
Mar 2014 - Present · 10 years and 9 months
Company Details
Meridian Investment Advisors has been providing wealth management and retirement plan solutions since 1983. Today, we proudly continue our legacy of thoughtful advice to clients across the U.S. Our mission is simple, to help our clients realize their financial potential. And we serve your best interests as a fiduciary, operating as a fee-only investment advisor registered with the Securities and Exchange Commission (SEC). Our interests are aligned with yours. Wealth Management - From the way your parents managed money to your vision for retirement, there are many factors impacting the way you view your wealth. We take the time to understand who you are, what you value and what you need from your financial partner. From there, we develop solutions that are as unique as you are. Retirement Plan Services - There’s a certain balancing act that comes with offering a retirement plan to employees. You want to provide them with a healthy foundation for their future retirement while keeping costs within reason for your business. We work with business owners to develop and maintain a retirement plan that provides an immense benefit to employees. In today’s competitive environment, benefits like an employer-sponsored retirement plan play an important role in acquiring and retaining top talent. Our independence allows us to customize your plan by selecting the right features, vendors and investment options that fit your business. Once a plan has been built, we work with participants to provide conflict-free advice offered in their best interest.
Year Founded
1983
Social Media
Linkedin
Industry
Investment Management
HQ Location
11300 Cantrell Road, Suite 200 Little Rock, Arkansas 72212, US
Keywords
Wealth ManagementInvestment AdvisorRetirement Plan Consultants
Discover More About Cleveland Clinic

Find verified contacts of Carolyn Ealy in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.