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
- Almost 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 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.
Professional and Community Activities & Accolades
- Financial Planning Association
- Financial Planning Association of Greater Indiana, Social Committee
- Recipient of Five Star Wealth Manager Award, Indianapolis Monthly - 4 Year Winner.
- Women’s Fund of Central Indiana, OPTIONS Class 13
- Coburn Place, Finance Committee
- Junior League of Indianapolis, former Board Member
- Susan G. Komen Race for the Cure, formerly served on Sponsorship Committee
- Wake Forest University, Reunion Committee
- St. Richard’s Episcopal School, Regalia Committee
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