Meridian Trust & Investment Company

Write a Review865-342-4400

Helping you reach your Meridian.

Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

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