Meredith Freeman
Senior Wealth Advisor
Meredith graduated from Hampden-Sydney College with a Bachelor of Arts in Economics in 1999. Driven by a lifelong ambition to work on Wall Street, he moved to New York City in December 2000 and began his career on a trading desk at Bear Stearns. Over the next decade, he honed his skills in trading equity and fixed income securities, gaining invaluable experience in the fast-paced world of finance.
In 2012, Meredith relocated to Tampa, Florida, where he transitioned into a role as a financial advisor with 21st Century Financial. His passion for providing personalized financial guidance led him to become an independent advisor and eventually establish his own company. This move allowed him to broaden his reach and better serve the best interests of his clients.
With a deep commitment to helping individuals and families achieve their financial goals, Meredith brings a wealth of knowledge and expertise to every client relationship. His extensive background in trading and financial advising, combined with his dedication to client success, makes him a trusted partner in navigating the complexities of financial planning.