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
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.
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!