Wealth manager named to next-generation list
Mark Meredith, a financial consultant with TheBANK of Edwardsville’s Wealth Management department, was recently named to the Forbes 2018 Top Next-Generation Wealth Advisors list – a list of 1,000 young, talented advisors across the nation who represent the future of the wealth management industry.
Meredith started as a 22-year-old financial advisor in 2011.
Each advisor on the “Next-Gen” list – selected by SHOOK Research – was chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management.