Meridith Mimbs

Director of Private Client Services at Crescent Wealth Advisory
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Contact Information
us****@****om
(386) 825-5501
Location
Atlanta, Georgia, United States, GE

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Experience

  • Crescent Wealth Advisory
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director of Private Client Services
      • Mar 2017 - Present

      Crescent Wealth Advisory is an SEC-registered investment advisor created with the specific objective of providing distinctive asset management services for an exclusive clientele, whose complex needs and objectives demand sophisticated solutions of a singular quality. Crescent Wealth Advisory is an SEC-registered investment advisor created with the specific objective of providing distinctive asset management services for an exclusive clientele, whose complex needs and objectives demand sophisticated solutions of a singular quality.

  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Practice Manager/ Financial Advisor
      • Aug 2013 - Feb 2017

  • UBS
    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • Registered Client Associate
      • Nov 2010 - Aug 2013

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