Our paraplanner division continues to grow as we welcome our newest team member, Jocelyn Childs. Jocelyn joins 6 Meridian with a tenured history in the financial industry, having served in various roles, including as a financial advisor.
What we believe sets Jocelyn apart is her understanding of the connection between finance and family. With degrees in both accounting and family therapy, along with the Certified Financial Planner® designation, Jocelyn deeply comprehends the complexities that exist between finances, individual behavior, and family dynamics.
“Jocelyn is an impressive addition to both our paraplanner division and overall team,” shared Amanda Maier, Director of Wealth Advisory Services. “She has comprehensive financial industry experience and skill and knows the client-facing side of the business just as well as the detailed planning aspect. I am excited to have Jocelyn join us.”
Now with two paraplanners on the team, we are better equipped to meet the evolving needs of our clients. Our paraplanners collaborate closely with our advisors behind the scenes to prepare detailed financial plans and complete financial analyses. Adding this division to our team has allowed our financial advisors to focus more time on building strong connections with our clients.
Please join us in welcoming Jocelyn to 6 Meridian!
