Meredith Carbrey, Financial Planning Specialist

Professional Financial Planning Experience

• Over 10 years in the financial services industry helping individuals achieve their financial goals.

Career History

• Bedel Financial Consulting, Inc., Financial Planning Specialist. Wealth Management firm working with individuals and families to achieve financial security and lifetime goals.
• MFB Financial, Vice President of The Wealth Management Group of MFB.  Initiated The Wealth Management Group of MFB which provides financial services to high net worth and emerging affluent individuals.
• STAR Financial, Assistant Vice President of The Private Client Group.  Initiated The Private Client Group which provides financial services to high net worth and emerging affluent individuals.
• Stock Yards Bank & Trust Company, Assistant Vice President of Private Banking.
• National City Bank of Kentucky, Assistant Vice President of The Private Client Group.

Education and Professional Designations

• Master of Business Administration, University of Louisville.
• Bachelor of Arts, Wake Forest University, Cum Laude.
• College for Financial Planning, pursuing Certified Financial Planner designation.
• Humanities and Civic Leadership course, University of Louisville.
• Entrepreneurship course, University of Louisville.
• Cannon Financial Institute, Trust School I & II.