Meredith Poore, CFP® AIF® CDFA™ Meredith is a financial planner here in Memphis, TN. She works with both individuals and businesses to protect and plan for life in general. Meredith provides insurance, investment advice, and comprehensive financial analysis.
Meredith started Virtue Wealth Management in 2009 and she currently partners brokerage and advisory services with Barrios Financial in Collierville, TN. Meredith’s professional designations are CERTIFIED FINANCIAL PLANNER TM (CFP), Accredited Investment Fiduciary® (AIF), and Certified Divorce Financial Analyst TM (CDFA).
In addition to these designations, Meredith holds three FINRA securities licenses which include Series 7, 63 and 24. She is also a licensed Life and Health insurance producer in both TN and MS.
Meredith graduated Magna Cum Laude from the University of Mississippi with a Bachelor of Accountancy, and moved on to pursue the financial services industry in 2003.
Meredith is currently serving as Treasurer for NAWBO Memphis Chapter. She is an active member and serves on an OASIS leadership team at Second Presbyterian Church. Meredith is also involved with the Young Professionals Council of Collierville, Collierville Chamber of Commerce, and recently Junior League of Memphis.
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