Meredith Carbrey, CFP®
Sr. Wealth Advisor
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.
- 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:
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.
Deciding when to take Social Security is an important step in your retirement planning strategy, and the right time can be different for everyone.
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.
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.
Long-term care reduction options can prove costly. Why are premiums increasing? What does each benefit option mean?
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?
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?
According to the IRS, if you've already taken your RMD, there is still time to replace that distribution and avoid the tax burden. The ability to return the unwanted RMDs only applies to the amount of the RMD withdrawn — and it must be completed by August 31.
The SECURE Act has eliminated the option of "stretching" distributions of an inherited IRA over the beneficiary's lifetime. If you have named a trust as a beneficiary of your IRA, it may be time to review, rethink, and revise.
The SECURE Act was passed late last year, and it made significant changes that will impact everyone, from young families to retirees. So, how does this new law affect your IRA, minimum distributions, charitable giving, and more?
What would your family do if something happened to you? Do your heirs know your wishes? Here are some helpful tips on how to organize a successful family meeting to discuss estate planning.
Is Thanksgiving the right time of year to make a family financial gameplan? From aging parents to financial power of attorney, here's why you should spend this Turkey Day having some honest conversations with your family.