Pat Moon

Managing Principal at Meridian Investment Advisors

Role: Managing Principal at Meridian Investment Advisors
Location: Little Rock, AR, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Pat Moon

Experienced Advisor specializing in helping families, individuals, and businesses reach…

Experience

Managing Principal
Meridian Investment Advisors
Mar 1997 — Present · Little Rock, AR, US
Investment advisor for high net worth families, endowments, foundations, and retirement plans. Consultant to companies with defined contribution retirement plans (i.e. 401k, 403b, 457b, and 401a plans).

Education

University of Central Arkansas
Bachelor’s Degree - BBA, Finance
1980 — 1984
TCU Neeley School of Business
Master of Business Administration - MBA, Finance and Investments
1984 — 1985

Skills

Investments
Asset Allocation
401k
401(K) Retirement Savings Plans
Financial Analysis
Defined Contribution
High Net Worth Individuals
Pensions
Investment Strategies
Investment Advisory
Retirement Planning
Defined Benefit
Asset Management
401k Rollovers
Finance
Investment Management
Portfolio Management
Wealth Management
Bonds

Contact information

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Work email
p••••@meridiania.com
Personal email
•••••@•••••.com
Direct dial
+15•••••••15

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Current company

Meridian Investment Advisors

Investment Management · 14 employees · Founded 1983 · Little Rock, Arkansas, United States

Meridian Investment Advisors has been providing wealth management and retirement plan solutions since 1983. Today, we proudly continue our legacy of thoughtful advice to clients across the U.S. Our mission is simple, to help our clients realize their financial potential. And we serve your best interests as a fiduciary, operating as a fee-only investment advisor registered with the Securities and Exchange Commission (SEC). Our interests are aligned with yours. Wealth Management - From the way your parents managed money to your vision for retirement, there are many factors impacting the way you view your wealth. We take the time to understand who you are, what you value and what you need from your financial partner. From there, we develop solutions that are as unique as you are. Retirement Plan Services - There’s a certain balancing act that comes with offering a retirement plan to employees. You want to provide them with a healthy foundation for their future retirement while keeping costs within reason for your business. We work with business owners to develop and maintain a retirement plan that provides an immense benefit to employees. In today’s competitive environment, benefits like an employer-sponsored retirement plan play an important role in acquiring and retaining top talent. Our independence allows us to customize your plan by selecting the right features, vendors and investment options that fit your business. Once a plan has been built, we work with participants to provide investment advice offered in their best interest.*Social Media Disclaimers: Please visit our website via the link below to view our Social Media Disclaimers. A direct link can be found at the very bottom of our homepage.

meridiania.com

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About Pat Moon

Experience

Managing Principal

Education

University of Central Arkansas

TCU Neeley School of Business

Skills

Find verified contacts for anyone on LinkedIn