Lisa Wade's Contact Details

Lisa Wade's Company Details

Meridian Trust & Investment Company

Knoxville, TN, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

Meridian Trust & Investment Company, LLC, is a financial counseling firm focused on preserving clients'​ assets and controlling risk. We provide portfolio management, financial planning, retirement plan administration, and trust services. Meridian has been assisting clients accumulate wealth since being granted trust powers in 1997, and today manages over a billion dollars'​ worth of assets. Our investment management services extend to personal accounts, trust accounts, retirement plan accounts, rollover IRAs, college education savings accounts, and more.In order to help our clients reach their retirement and investment goals, Meridian designs personalized, long-term investment plans. The development of each wealth management strategies includes identifying client goals and objectives through discussion; assessing risk tolerance, tax status, time horizons and any other preferences and circumstances unique to each client; and determining the appropriate amount to invest and in which asset classes. We continue to monitor the investments chosen and periodically rebalance accounts in order to proactively pursue clients'​ investment objectives. Meridian Trust strives to provide superior financial counseling and management to the most aggressive and the most conservative investor.