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        Helping you reach your Meridian.

        Email
        Extra Phones

        Contact Laura Lyons for more information.: (865) 342-4471

        Fax: (865) 546-0026

        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).
        Other Link

        http://www.meridiantrust.co

        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

        Reviews

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        kliefoth

        11/08/2005

        Provided by Superpages
        Overall
        Notably good service experience: Experienced, friendly and interested employees who provide quality

        These experienced and personable trust officers and staff provide the highest level of service I have ever encountered. They are extremely interested in their customers and attempt to know each of them personally so that they can understand needs and requirements. Their experience in managing portfolios is extensive and tends to beat the appropriate bench marks. I recommend them without reservation.

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        Details

        Phone: (865) 342-4400

        Address: 109 S Northshore Dr Ste 400, Knoxville, TN 37919

        Website: http://www.meridiantrust.co

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