Meredith Coffey

Wealth Advisor Associate
Office: 781-314-1300 | Direct: 781-314-1334

Meredith is a Wealth Advisor Associate on the High Net Worth team, which caters to clients with $3.5 million or more in investable assets. Her focus is on assisting the Senior Wealth Advisors in investment management and financial planning affairs.

Prior to joining the firm in 2019, Meredith worked as a Client Service Associate at Provo Wealth Management Group, supporting the financial advisors in various aspects of wealth management. Preceding this, she also interned at Provo Wealth for a couple of years during college while working towards her degree. She graduated magna cum laude from Framingham State University with a degree in Finance and a concentration in Financial Planning, and was a member of Sigma Beta Delta International Honor Society.

Meredith likes to spend her free time with friends, family, and her dog. She also enjoys interior decorating and painting on occasion.

Return to High Net Worth Team page