Wichita, KS, October 31, 2017– 6 Meridian LLC, an SEC registered investment advisory firm, welcomed their 16th member to the team. Will Horner joined the team as a Portfolio Management Associate within the Investment Management group. Horner takes over the position from Trevor Phillippi who was recently promoted by 6 Meridian to Director of Operations. […]
When it comes to wealth management information, 6 Meridian has you covered. Whether it’s in-person meetings, phone calls, or monthly viewpoint, blog, and social media updates, we share knowledge that helps you navigate market conditions and understand your investment options. We’re always just a call or click away. Let us know if you are not […]
6 Meridian Promotes from within to fill Director of Operations role Wichita, KS, September 20, 2017– 6 Meridian LLC, an SEC registered investment advisory firm, has promoted Trevor Phillippi to Vice President, Director of Operations. Phillippi has worked with the team at both 6 Meridian and their former wire-house as an analyst for the investment […]
The 6 Meridian team soaking up 8% sunshine during the 2017 Solar Eclipse.
PAM SMITH EARNS CHARTERED FINANCIAL CONSULTANT® (ChFC®) DESIGNATION, FINANCIAL PLANNING’S HIGHEST STANDARD Wichita, KS- August 3, 2017- Pam Smith CRPC®, ChFC®, Partner, Senior Vice President, Wealth Advisor has earned the Chartered Financial Consultant® (ChFC®) professional designation from The American College of Financial Services, Bryn Mawer, PA. Candidates for the ChFC® designation must complete a minimum […]
6 Meridian Wealth Management Group Hires New Team Member. Wichita, KS, June 20th, 2017– 6 Meridian LLC, an SEC registered investment advisory firm, welcomed their 15th member to the team. Tracy Cochran, joins the team as Office Administrator. Cochran will oversee office technology, correspondence, accounting, scheduling, contact management systems and framing the client experience. Learn […]
6 Meridian Wealth Management Group Hires New Advisor. Wichita, KS, May 15, 2017– 6 Meridian LLC, an SEC registered investment advisory firm, welcomed their 14th member to the team in April. Tim Rozzell, an Andover native, joined the team as a Registered Associate Wealth Advisor. “Tim Rozzell is a perfect fit for our organization. He […]
Team of 13 professionals based in Wichita, KS, serving high-net-worth individuals managed over $2.2 billion of assets at Morgan Stanley Wichita, KS, September 9, 2016 – 6 Meridian LLC, an SEC registered investment advisory firm founded by former Morgan Stanley Wealth Advisors announced its launch today. 6 Meridian’s team is comprised of professionals with longevity […]