Meredith A. McCall
Associate, Relationship Manager

Meredith A. McCall, FPQP™, is a seasoned Relationship Manager with over 21 years of dedicated experience in the financial industry. With a passion for cultivating enduring client connections, Meredith is committed to guiding individuals and families towards their financial aspirations.

Throughout her career, Meredith has honed her expertise in providing comprehensive support across a spectrum of financial domains, including financial planning, investments, retirement strategies, insurance, estate planning, and tax management. Her meticulous attention to detail and personalized approach ensure that each client receives tailored solutions aligned with their unique goals and circumstances.

Meredith’s journey in the financial sector began in 2002, where she embarked as an administrative assistant. Through perseverance and dedication, she swiftly advanced her career, eventually assuming the role of Project Manager, overseeing the digitization of two decades’ worth of client data. Her progression continued as she transitioned into assisting clients with investment account openings and insurance applications, gradually delving deeper into the intricacies of financial planning.

In 2006, Meredith achieved the prestigious Financial Planner Qualified Professional (FPQP™) designation, further solidifying her expertise and commitment to excellence in the field. Additionally, she obtained her Series 65 license, demonstrating her dedication to upholding the highest standards of professionalism and ethics in financial advisory.

Beyond her professional endeavors, Meredith is deeply engaged in philanthropic pursuits, with a particular passion for supporting the Girl Scouts of America. Inspired by her daughter Isabella’s involvement in the organization, Meredith actively participates in initiatives aimed at empowering young girls and fostering community engagement. Notably, she spearheaded a fundraising campaign within her daughter’s troop to provide a refrigerator for a local battered women’s shelter, exemplifying her commitment to making a positive impact in her community.

Outside of work and philanthropy, Meredith treasures quality time spent with her family and friends. She finds joy in reading, indulging in board games, and exploring her culinary skills through cooking adventures.

With her extensive experience, unwavering dedication, and genuine passion for helping others, Meredith A. McCall, FPQP™, continues to be a trusted team member and invaluable resource for her clients on their journey towards financial success and security.