Meredith Briggs Email & Phone Number
Senior Advisor, Co-Owner @ Taconic Advisors Inc
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Meredith Briggs Location
- Saugerties, NY, US
Meredith Briggs Work
- 2015 -now Senior Advisor, Co-Owner @
- 2011 -2015 Wealth Management Advisor @
- 2009 -2011 Senior Associate @
- 2005 -2009 Financial Consultant @
Meredith Briggs Education
- Duke University
Bachelor of Arts
1998-2001
Meredith Briggs Skills
- Leadership
- Estate Planning
- Portfolio Management
- High Net Worth Individuals
- Strategic Financial Planning
- Investments
- Public Speaking
- Training
- Finance
- Retirement
- 401k
- Investment Advisory
- Asset Allocation
- Financial Services
- Retirement Planning
- Wealth Management
Meredith Briggs Summary
- Meredith Briggs, based in Saugerties, NY, US, is currently a Senior Advisor, Co-Owner at Taconic Advisors Inc. Meredith Briggs brings experience from previous roles at Tiaa, Heritage Wealth Advisors and Axa Advisors. Meredith Briggs holds a 1998 - 2001 Bachelor of Arts @ Duke University. With a robust skill set that includes Leadership, Estate Planning, Portfolio Management, High Net Worth Individuals, Strategic Financial Planning and more. Meredith Briggs has 2 emails and 3 mobile phone numbers on RocketReach.
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