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 @ Taconic Advisors Inc
2011 - 2015 Wealth Management Advisor @ TIAA
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2009 - 2011 Senior Associate @ Heritage Wealth Advisors

2005 - 2009 Financial Consultant @ AXA Advisors, LLC
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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

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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.

Meredith Briggs Emails

Found 2 emails

Meredith Briggs Phone Numbers

Found 6 phone numbers

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Meredith Briggs

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Top Taconic Advisors Inc Employees

Krystal Solcich

Operations Manager at Taconic Advisors Inc

New York, NY, US
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- gmail.com
- hotmail.com
- taconicadvisors.com
5+
- +1 713-818-XXXX
- +1 817-832-XXXX
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