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Cfp® Jennifer Davie Steffens

Director of Client Services at Meridian Trust & Investment Company

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MERIDIAN TRUST & INVESTMENT COMPANY

MERIDIAN TRUST & INVESTMENT COMPANY

  • description Description
    Meridian Trust & Investment Company, LLC, is a financial counseling firm focused on preserving clients' assets and controlling risk. We provide portfolio management, financial planning, retir...

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  • Employees count Employees 11-50
  • Revenue Revenue 25 Million to 50 Million
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Meridian Trust & Investment Company Org Chart and Mapping

Employees

Ashley Thomas

Retirement Plan Officer and Financial Planner

Pam Watson

Retirement Plan Administrator

Lisa Morgan

Vice President, Retirement Plan Services

Susanne White

VP Retirement Plan Design

Janet Kannady

Vice President, Operations

Frequently Asked Questions Regarding Cfp® Jennifer Davie Steffens

Answer: Cfp® Jennifer Davie Steffens works for Meridian Trust & Investment Company as Director of Client Services

Answer: Cfp® Jennifer Davie Steffens’s role in Meridian Trust & Investment Company is Director of Client Services

Answer: Cfp® Jennifer Davie Steffens's email address is j***@gmail.com

Answer: Cfp® Jennifer Davie Steffens's business email address is j****@trustmeridian.com

Answer: Cfp® Jennifer Davie Steffens’s direct phone number is (***)-***-****

Answer: Cfp® Jennifer Davie Steffens works in the industry of: Investment Management

Answer: Cfp® Jennifer Davie Steffens works Meridian Trust & Investment Company located at 109 S Northshore Dr, Knoxville, Tennessee, 37919, United States

Answer: Meridian Trust & Investment Company's Director of Client Services is Cfp® Jennifer Davie Steffens

Answer: Cfp® Jennifer Davie Steffens contact details:

  • Phone number  :  (***)-***-****
  • Email  :  j****@trustmeridian.com

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