Meredith Carbrey, CFP®

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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.

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 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

BLOG POSTS

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Aug 20, 2018

Social Security Benefits for Your Spouse

As if Social Security isn’t confusing enough at times, Social Security spouse benefits can present a whole new set of challenges: When do you claim? Should you claim your benefits or your spouse’s benefits? How much of your spouse’s benefits can you claim? We’ve laid out several different scenarios to help guide you through what can seem like a labyrinth at times.

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May 7, 2018

Selling a Home? First Examine the Tax Implications!

It’s a hot seller’s market right now – and that could mean more cash in your pocket if you’re looking to sell your house. But not so fast! Before you make that leap and list your home, be sure you fully understand the tax implications of selling your house for a greater profit. Read on to discover how to uncover what your tax liability will be when you sell your home.

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Jan 15, 2018

The Gift of Pre-Planning a Funeral

Chances are planning your own funeral probably isn’t high on your list of things you’d like to do. But taking the time now to plan how you would like your life to be celebrated can be a wonderful gift for your family and friends, removing undue stress from them during an already emotional time.

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Oct 30, 2017

Employer Benefit Enrollment: Trick-or-Treat?

It’s that time of year when goblins ring your doorbell and employer benefit enrollment information pings your mailbox. Do you know if your benefits are a trick or a treat? Sometimes, you need to pull off the mask and find out!

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Aug 7, 2017

Your Aging Parent Is Ill – Now What?

If your dad is suddenly hospitalized, who would your mom turn to for help? You? If so, do you understand Medicare, Medicaid, and long-term care ...

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Apr 17, 2017

“What If…?” It Happens!

Life is full of “what-ifs”! What if your neighbor’s dying tree crashes through your roof; your newly remodeled basement floods; ...

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Jan 16, 2017

Generation X: Maybe Reality Doesn’t Bite

Are you a member of the overlooked Generation X? If you were born between 1965 and 1980, you are “America’s neglected middle ...

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Nov 17, 2016

Charitable Gift Fund: Questions & Answers

Are you interested in simplifying your charitable giving? Or, perhaps you want to reduce your tax liability in a high income year. Do you have ...

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Jun 19, 2016

Who Will Care for You?

Americans age 65 and older have more than a 70% chance of needing some form of long-term care. Aging at home as well as residing in an assisted living facility or retirement community are all options.

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Apr 18, 2016

Financial Fraud Against Seniors

Five million! That’s the number of financial fraud cases perpetrated against seniors in the United States each year according to a recent study by Consumers Digest.

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Mar 14, 2016

Pay Off Your Mortgage or Invest the Extra Cash?

With uncertainty surrounding investment markets, homeowners with cash are questioning whether to pay off their mortgage or invest the extra dollars. The answer is……it depends!

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Feb 7, 2016

Tax Strategies to Ease the Pain of a Down Market!

It’s not fun to watch your portfolio decrease in value, but there is a way to make lemonade out of lemons!