Meredith Carbrey, CFP®
Sr. Wealth Advisor, Director
My goal is to put a client’s mind at ease with regard to their finances. Once we have discussed their hopes, dreams and desires we can craft a financial plan to meet their needs. The client’s concerns are alleviated because they know what they need to do to get where they want to go and they have someone to help them get there.
Professional Financial Planning Experience
- Over 20 years in the financial services industry helping individuals achieve their financial goals.
Career History
- Bedel Financial Consulting, Inc., Sr. Wealth Advisor
- MFB Financial, Vice President of The Wealth Management Group of MFB
- STAR Financial Bank, Assistant Vice President of The Private Client Group
- 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
- Certified Financial Planner™ certification, College for Financial Planning
- 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
Professional and Community Activities & Accolades
- Financial Planning Association
- Recipient of Five Star Wealth Manager Award, Indianapolis Monthly - 7 Year Winner
- Stanley K. Lacey Executive Leadership Series, Class XXXIX
- Women’s Fund of Central Indiana, OPTIONS Class 13
- International Center, Board Member
- Indiana History Center, President’s Roundtable Member
- CICF Professional Advisory Leadership Committee Member and Former Chair
- Coburn Place, former Board Member
- Junior League of Indianapolis, former Board Member
- Trinity Episcopal Church, Finance Committee
Check out more fun facts about Meredith:
BLOG POSTS
HSA Contributions for Adult Children on Your Health Plan
Many understand the tax advantages of employing a health savings account for themselves or their family, but few know how it can be used for an adult child. Check the rules to see if your adult child can open their own HSA.
Act Now! This Deal Won’t Last!
Gift-giving can be fun and personally satisfying or a time of great stress and anxiety. Decisions on gifts, budget concerns, and time crunches can ruin your holiday spirit.
Board Service: Are you actions covered by insurance?
The objective of anyone serving as a board member is to make the best decisions for that organization with the information that is provided. But what if someone says your decisions were harmful and they take you to court?
Loss of a Loved One
When you lose a loved one, the ability to function, analyze information, and make decisions can be impaired. However, costly errors can be avoided if the survivor progresses in an organized and deliberate manner and seeks the appropriate advice.
Student Loans 101
Considering the average cost of going to college has increased by as much as 2700% or about 4.6 times the inflation rate during the last 50 years, it’s not surprising that more people are applying for student loans to pay for their education.
Clever Car Rental Cost Saving Tips
The minute you think you might need a rental car, book it. With low inventory and high prices, booking a car early will ensure vehicle availability at the typically lowest price.
Do You Need a Mulligan on Social Security?
Deciding when to take Social Security is an important step in your retirement planning strategy, and the right time can be different for everyone.
Widow Sells Her House: Tax Consequences?
When Harry met Sally, they bought a wonderful home for $50,000. They loved their home, neighborhood, and the fond memories created there. However, when Harry passed away, Sally decided it was time to move. Now, Sally is left wondering what the tax consequences might be.
Wealth Transfer Strategy: Give the House to the Kids!
The Qualified Personal Residence Trust provides an opportunity to remove your residence or vacation home from your estate. It may be the perfect strategy for you and worthy of a conversation with your attorney or financial planner.
Help! My Long-term Care Insurance Premiums Could Increase by 503%
Long-term care reduction options can prove costly. Why are premiums increasing? What does each benefit option mean?
Grandparent Owned 529 Plans: What You Need to Know
Helping a grandchild with their college expenses by putting money in their 529 is great! But do you know if contributions count as a gift or if the grandchild is a "skip person," or if it can hurt financial aid eligibility?
COVID Stimulus #2 and Personal Tax Planning Strategies
After months of debate, Congress finally passed round two of economic relief. Along with the allocation of spending dollars, what are some of the other benefits for taxpayers?