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David Dowell
Senior Vice President at Meridian Wealth Management,
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Work Experience
Senior Vice President
Sep 2020 - Present · 4 years and 3 months
Partner
Jul 2004 - Sep 2020 · 16 years and 2 months
Senior Vice-President
Apr 2000 - Jul 2004 · 4 years and 3 months
Company Details
As an independent advisory firm, we are committed to putting our clients’ interests first. Our due diligence process is free from favoritism, and conflicts of interest, which is essential for identifying investment strategies that have the potential to deliver consistent long-term, risk-adjusted returns. Meridian focuses on each client's unique circumstances and dedicates itself to uncovering and understanding their goals and objectives. We coordinate all of the professional services required to design, implement, and monitor our clients’ financial plans and are committed to helping them pursue their long-term financial goals.
Year Founded
2009
Social Media
Linkedin
Industry
Investment Management
HQ Location
250 W Main St, Suite 3150 Lexington, Kentucky 40507, US
Keywords
Investment ManagementAdvisory ServicesWealth ManagementFiduciaryPrivate Client ServicesFamily OfficeRetirement PlanningFinancial PlanningStock OptionsSuccession Planning
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