Matthew Meredith

About Matthew Meredith

I am a dual-qualified attorney and Certified Financial Planner™ professional with 20 years of experience in the financial services industry, helping individuals, families, and business owners protect and grow their assets. As the founding attorney of Meridian Legal Advisors, I lead an integrated firm that unites law, tax, and financial planning to help clients protect what they’ve built and plan for what’s next.Meridian was built on the foundation of my prior private practice, The Law Office of Robert M. Meredith, where I developed advanced strategies for estate planning, asset protection, and tax optimization. What began as a solo practice serving individuals and businesses has grown into a coordinated legal platform designed to deliver complete, long-term protection.Throughout my career, I have supervised teams comprising attorneys, tax advisors, and financial planners, represented clients before the U.S. Tax Court, and guided high-net-worth individuals through complex legal and financial matters. I also trained and mentored financial advisors at national firms, earning national recognition for performance and leadership.My goal is simple: to deliver peace of mind by providing clear, strategic guidance across every stage of wealth accumulation and preservation.Let’s connect if you\'re looking for a trusted partner in legal or financial planning, or if you just want to trade ideas on law, tax, or investing.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Experience

1. Private Wealth Manager

   LPL Financial

   Apr 2018 — Present · Houston, TX, US

   I run a full-service brokerage and wealth management practice, integrating legal and financial strategies for executives, entrepreneurs, and retirees.Selected Contributions:• Provide tax, estate, and investment planning services tailored to long-term goals and risk tolerance.• Select investment products and build customized asset allocations based on client objectives and market conditions.• Structure investment strategies with legal liability protection in mind.• Provide tax preparation services for individuals and their business entities.• Oversee branch operations as Registered Principal (Series 24), including compliance, marketing, and personnel development.• Use platforms like MoneyGuidePro and eMoney to deliver dynamic financial plans.

Education

• South Texas College of Law Houston

  Doctor of Jurisprudence - JD, Estate Planning & Tax Law

• University of Houston

  Bachelor of Arts in Advertising

Skills

• Fixed Income
• Market Research
• Investments
• Team Building
• Investment Advisory
• Team Leadership
• Stock Trading
• Microsoft Office
• Management
• Microsoft Excel
• Microsoft Word
• Research
• Powerpoint
• Wealth Management
• Equity Trading
• Public Speaking
• Stock Market
• Fixed Annuities
• Variable Annuities
• Strategic Planning
• Real Estate
• Cold Calling
• New Business Development
• Business Strategy
• Wealth Management Services
• Team Management
• Investment Banking
• Private Banking
• Warm Calling
• Financial Accounting
• Investment Properties
• Options Strategies
• Market Making
• Website Creation
• Public Lectures
• Internet Marketing
• Proprietary Trading
• Client Development
• Client Services
• Client Rapport