Markus Phox is a familiar face on the 6 Meridian team, having worked alongside partners and advisors for many years, contributing to the ongoing successes of our clients. His commitment to growth and development has been impressive throughout his journey, and we are pleased to announce that Markus has been promoted to Wealth Advisor.
A natural people person with a willingness to dive into details, Markus is well-prepared to now play a larger part in helping clients achieve their financial goals. As Wealth Advisor, he will lead efforts for clients related to investment management, retirement planning, insurance planning, estate planning, and tax planning, as needed for each individual client.
“Markus exemplifies our succession planning strategy in action and serves as a model of positivity and persistence for his coworkers. Additionally, his dedication to success for both 6 Meridian and his clients has grown tremendously during his tenure. We are proud to expand his role, giving him more opportunities to work closely with clients, supporting their goals with the skills and knowledge he has acquired over the years.”
Markus, we appreciate your commitment to excellence and passion for teamwork. Congratulations on your promotion to Wealth Advisor!
