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      Details

      Helping you reach your Meridian.

      HoursCLOSED NOW
      Regular Hours:
      Mon - Fri

      Contact Info

      Phones:

      Main - 865-342-4400

      Fax - 865-546-0026

      Contact Laura Lyons for more information. - 865-342-4471

      Address:
      109 S Northshore Dr Ste 400 Knoxville, TN 37919
      Email:

      Reviews

      5
      1 Reviews
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      K
      kliefoth

      11/08/05

      1 Reviews0
      5.0
      Notably good service experience: Experienced, friendly and interested employees who provide quality

      These experienced and personable trust officers and staff provide the highest level of service I have ever encountered. They are extremely interested in their customers and attempt to know each of them personally so that they can understand needs and requirements. Their experience in managing portfolios is extensive and tends to beat the appropriate bench marks. I recommend them without reservation.

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      Categories
      Trust Companies, Estate Planning, Probate, & Living Trusts, Financial Planners, Financial Planning Consultants, Financing Consultants, Financing Services, Investment Advisory Service, Investment Management, Investment Securities, Investments, Retirement Planning Services
      Services / Products
      Trust Services, Investment Management, Financial Planning and Consulting, Qualified Retirement Plan Administration
      Location
      We are located in suite 400 of the Meridian Building, located behind the new Meridian Centre on the corner of Northshore and Kingston Pike
      Associations
      Meridian's employee base boasts multiple accreditations, including Certified Public Accountants (CPA), Certified Financial Planners (CFP), a Chartered Financial Analyst (CFA), and Certified Employee Benefit Specialists (CEBS). Employees at Meridian also belong to a multitude of professional organizations, including the Knoxville Estate Planning Council, the CFA Institute, the CFA Society of East Tennessee, the Financial Planning Association, the Tennessee Society of CPAs (TSCPA), and the the American Institute of CPAs (AICPA), which has credentialed our President as a Personal Finance Specialist (PFS).
      Other Information

      Wheelchair Accessible: Yes

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      Data provided by one or more of the following: Thryv, Data Axle, Yext.