New Insight from 6 Meridian

Event Recap- Navigating the Caregiver Role

March 7, 2019 Presented by  Jennifer Traglia, MA Gerontology, Grand Gen Resources Sponsored by Prudential Annuities “There are only four kinds of people in the world.  Those who have been caregivers. Those who are caregivers. Those who will be caregivers. And, those who will need caregivers.” -Rosalynn Carter These impactful words started the discussion at…

We’re Moving!

A new home for 6 Meridian Summer 2019 In just 2 1/2 short years, our expanding team has outgrown its current office space.  While it’s bittersweet to leave the place where 6 Meridian was created and launched, the team is excited to create a new office space tailored to our clients and to our brand….

Kirk and Dechant named to Forbes List

Partners, Tom Kirk and Margaret Dechant made their way to the top 15 in the 2019 Forbes Best-In-State Wealth Advisors list! An honor earned through criteria such as assets under management, community service and providing a full client service model. Well earned honor! Read more here.

6 Meridian hires new technology director

Welcome to the team, Eddie Jacobs!  Eddie will be leading 6 Meridian technology initiatives including research and implementation of new systems to improve the client experience as well as improving efficiencies within current corporate platforms.  Learn more about Eddie and his new role here.

Rozzell earns CFP® designation

Congratulations to Tim Rozzell on earning the Certified Financial Planner (CFP®) designation! Your dedication to continued training embraces our team’s commitment to providing expert advice and tailored financial planning solutions.