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
Role Reversal: Becoming Legal Guardian for Elderly Parents
Concerned about your elderly parent’s safety or ability to make sound decisions? It might be time to consider becoming a legal guardian for your parent. We’ve laid out the basics of legal guardianship and what the process might entail for you.
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.
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.
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.
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!
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 ...
What's in your overseas wallet? Money tips for the world traveler
Traveling overseas? Have you thought about how you will get money and spend money while there? Preparation may be both valuable and time saving!
“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; ...
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 ...
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 ...
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.
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.