Our Qualifications

Meredith Ferguson

President

Financial Advisor

 

Meredith has built and maintained close relationships with her clients on a foundation of respect and integrity.  Her passion is to create strategies designed to meet her clients goals and objectives. She does this through professional financial and strategic business planning.  In addition, she enjoys educating and developing financial strategies for employee benefits and estate conservations for both businesses and individuals.

Ongoing professional development and continuing education allows Meredith to serve her clients and provide up-to-date guidance on ever changing legislative, economic and market environments. As an educator to her clients, she strives to assist them with their retirement income planning needs so they can achieve their ultimate financial goals.


Registrations:



  • Series 7 and 63 - Principal Securities Registered Representative 
  • Series 65 - Principal Securities Investment Adviser Representative 



Business and Community Involvement:



  • Chatham Chamber of Commerece Board of Directors
  • Titan Fuel Board of Directors
  • Chatham Police Pension Board
  • Ball Chatham Education Foundation Board of Directors
  • genH Board of Directors
  • We-CI Corporate Membership Chairperson