About Meredith Wilson
My relentless passion to improve the lives of people through my work is my driving force. As a wife and a mother of two boys, my goal is to help you navigate the complexities of financial planning so that you can do what you do best, with peace of mind.
With a deep understanding of investment strategies, tax planning, and risk management, I work closely with you to create a roadmap that empowers you to make informed decisions to achieve financial strength with confidence.
When I am not at work, I enjoy hosting friends, playing chess with my 6-year-old (who often beats me), helping at church, working in the yard and doing projects.
Client-Centered Services
I meet clients where they are at. Our first meeting can be conversational or action-oriented - it is up to you. Once I understand your goals and concerns, I gather the information needed to analyze your situation and, after making recommendations, walk with you through careful implementation.
Credentials
- FINRA Series 7 General Securities Representative
- FINRA Series 66 Uniform Combined State Law
- Life and Health Insurance Licenses
- BA in Mass Communication and Counseling, NGU
Meet My Team
Wayfinder Financial Advisors
- Title
Team Practice
- Location
1909 Augusta Hwy, Lexington, SC 29072
- Website
- https://connect.thrivent.com/wayfinder-financial-advisors
- Phone
- (803) 957-3073