At 6 Meridian, we’re committed to continuously refining our team structure to enhance the client experience. As part of this commitment, we recently made strategic adjustments to help ensure each team member’s strengths are optimally positioned to serve our clients.
When Lynne Davidson joined 6 Meridian as a client experience associate, it quickly became clear that her warmth and dedication to helping others were a perfect fit for a role centered around client interactions. Lynne now serves as the welcoming face and voice for clients, making a positive first impression and setting the tone for the level of care they can expect throughout their visit. She greets clients in the office, provides assistance over the phone, and is a key connection between clients and the broader 6 Meridian team, whether facilitating communication with advisors or helping prepare for client meetings.
Client Experience Associate
“The client experience is at the core of everything we do at 6 Meridian, and I am thrilled every day to play my part in upholding the standard that 6 Meridian is known for. From greeting clients to assisting with their needs, I am proud to be part of a team that values service at every step.”
-Lynne Davidson
For Tracy Cochran, an adjustment to her role has opened new opportunities to leverage her strong organizational skills and eagerness to take on more complex projects. After seven years as the familiar face greeting clients, Tracy has transitioned into the role of marketing and operations associate. In her new position, she is immersed in operational activities such as accounting, billing, and developing content for the 6 Meridian website. This shift allows her to focus on time-intensive projects, enabling her to establish new internal processes that enhance efficiency across the company.
Operations and Marketing Associate
“Part of what sets 6 Meridian apart is how thoughtful our leadership is when it comes to the people that make up our team. I enjoy flexing my skills and learning in new areas, and I appreciate how 6 Meridian focuses on finding roles that let us all contribute to the bigger picture in ways that matter.
– Tracy Cochran
At 6 Meridian, we take pride in being thoughtful about the roles and responsibilities of our team members, ensuring that their talents are used to their fullest potential. Our client-centric service model focuses on proactive communication, responsiveness, and accountability, and we believe in empowering our employees to grow in ways that benefit both our clients and our company. This intentional approach allows us to serve our clients not only today but well into the future, continuously striving for excellence in everything we do.
