Meredith Barbour
Senior Vice President Retirement Plan Consulting at Summit Retirement Partners
- Role
- Retirement Plan Consultant at Summit Retirement Partners
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Meredith Barbour
Eighteen years ago, I began working as an Education Specialist, helping employees better…
Experience
Retirement Plan Consultant
Nov 2020 — Present · Apex, NC, US
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.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.
Education
Appalachian State University
Bachelor of Science in Business Admnistration
1999 — 2003
Skills
- Marketing
- Consumer Lending
- Wealth Management
- Public Speaking
- Underwriting
- Relationship Management
- Sales
- Leadership
- Insurance
- Retirement Planning
- Banking
- Mutual Funds
- Risk Management
- Financial Analysis
- Commercial Banking
- Credit
- Financial Services
- New Business Development
- Portfolio Management
- Loans
- Investments
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