Meridian Trust & Investment Company
109 S Northshore Dr Ste 400, Knoxville, TN 37919
More Business Info
Helping you reach your Meridian.
- Hours
- Regular Hours
Mon - Fri: - Extra Phones
Fax: 865-546-0026
Contact Laura Lyons for more information.: 865-342-4471
- 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).
- 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
- Other Information
Wheelchair Accessible: Yes
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