Meredith Carbrey
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Professional Financial Planning Experience
- Over 10 years in the financial services industry helping individuals achieve their financial goals.
Career History
- Bedel Financial Consulting, Inc., Wealth Advisor. 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 Bank, 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.
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Education and Professional Designations
- Certified Financial Planner Designation
- Master of Business Administration, University of Louisville.
- Bachelor of Arts, Wake Forest University, Cum Laude.
- Humanities and Civic Leadership course, University of Louisville.
- Entrepreneurship course, University of Louisville.
- Cannon Financial Institute, Trust School I & II.
Education and Professional Designations
- Member, Financial Planning Association.
- The Junior League of Indianapolis, Serve in various capacities to promote voluntarism, develop the potential of women, and improve the community.
- Susan G. Komen Breast Cancer Foundation, Race for the Cure Sponsorship Committee.
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