Jackie Waterland

Client Advisor & Portfolio Analyst at Meridian Wealth Advisors - Austin, TX, US

Jackie Waterland's Contact Details
HQ
512-717-5580
Location
Austin,Texas,United States
Company
Meridian Wealth Advisors
Jackie Waterland's Company Details
Meridian Wealth Advisors logo, Meridian Wealth Advisors contact details

Meridian Wealth Advisors

Austin, TX, US • 10 - 19 Employees
Investment Bank/Securities Brokerage

Meridian Wealth Advisors is an independent Registered Investment Advisor with more than 100 years of combined experience in offering customized wealth advisory and planning services to high net worth families and individuals.We serve as a trusted advisor and essential partner to high net worth clients, coordinating investment management, tax planning and estate planning in an effort to cohesively deliver a comprehensive and customized wealth plan and an extraordinary client experience.As an independent firm, we are purposely driven to provide objective advice that is solely in the best interests of our clients. We serve in a fiduciary role and are compensated on a fee-only basis, all in an effort to mitigate any potential conflicts of interest. It's precisely what high net worth deserves.

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Details about Meridian Wealth Advisors
Frequently Asked Questions about Jackie Waterland
Jackie Waterland currently works for Meridian Wealth Advisors.
Jackie Waterland's role at Meridian Wealth Advisors is Client Advisor & Portfolio Analyst.
Jackie Waterland's email address is ***@meridianadvisors.com. To view Jackie Waterland's full email address, please signup to ConnectPlex.
Jackie Waterland works in the Investment Management industry.
Jackie Waterland's colleagues at Meridian Wealth Advisors are Josh Galatzan, Elva Tseng, Kirk Price, Jamie Garrison, Brian Noonan, Sophie Brooks-Ames and others.
Jackie Waterland's phone number is 512-717-5580
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