Financial Planning Center, LLP

Nicholas Meriwether is a financial advisor at Financial Planning Center, LLP with 28 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Financial Planning Center since 2008, as well as at A&M Brokerage, LLC from 2007 to 2019. Outside of his advisory role, he is involved in insurance services through his self-employed activities. Financial Planning Center, LLP provides fee-based financial planning and consulting to individual clients, focusing on tailored financial plans and documented investment policy statements. The firm refers clients to third-party money managers for asset management and serves primarily as a liaison rather than exercising discretionary portfolio management.

Rae Anne Reynolds is a CFP® and holds a Series 66 license with five years of industry experience. She is currently with Financial Planning Center, LLP and has prior experience at Raymond James Financial Services and Dowdy Wealth Services. Outside of advisory work, she is also an independent insurance agent focused on life insurance and annuity sales. Financial Planning Center, LLP provides fee-based financial planning and consulting services to individual clients, emphasizing tailored financial plans and documented investment policy statements. The firm typically refers clients to third-party money managers for ongoing asset management and acts as a liaison rather than exercising discretionary portfolio management.