Meridian Investment Advisors

Marshall Moon is a financial advisor at Meridian Investment Advisors in Little Rock, AR, holding a Series 65 designation with eight years of industry experience. He has been with Meridian Management Company since 2015. Meridian provides discretionary investment management and retirement-plan consulting to individuals, high-net-worth families, and institutional clients including trusts, foundations, corporate retirement plans, public pension funds, and municipalities. The firm emphasizes customized portfolio construction with a focus on asset allocation, fundamental equity analysis, and fixed-income securities, managing approximately $766 million across a four-advisor team.

Charles Gardner is a financial advisor at Meridian Investment Advisors in Little Rock, AR, holding a Series 65 credential with one year of industry experience. Prior to joining Meridian, he was involved with Student Mobilization for eight years. Meridian provides discretionary investment management and retirement-plan consulting to individuals, high-net-worth families, and institutional clients including trusts, foundations, corporate retirement plans, public pension funds, and municipalities. The firm emphasizes customized portfolio construction based on asset allocation and risk profile alignment, using fundamental equity analysis and a fixed-income focus that includes U.S. Treasuries and high-quality bonds.

Pat Moon is a CFA® charterholder with 26 years of industry experience. He has been with Meridian Investment Advisors since 1997. Outside of his advisory role, he serves as a managing member or manager for several ship lease brokerage companies, including Transcore Logistics, LLC, Oceanus Brokers, LLC, and Gorgon Holding LLC. Meridian Investment Advisors provides discretionary investment management and retirement-plan consulting to individuals, high-net-worth families, and institutional clients such as trusts, foundations, corporate retirement plans, public pension funds, and municipalities. The firm focuses on customized portfolio construction with an emphasis on appropriate asset allocation, fundamental equity analysis, and fixed-income investments, while also offering retirement services and oversight of plan assets.

Jeffrey Mc Coy is a Series 65-licensed advisor with Meridian Investment Advisors in Little Rock, AR. He has one year of industry experience, including previous roles at Castellano & Associates and a background in education. Meridian Investment Advisors provides discretionary investment management and retirement-plan consulting to individuals, high-net-worth families, and institutional clients such as trusts, foundations, and public pension funds. The firm emphasizes customized portfolio construction with a focus on appropriate asset allocation, fundamental equity analysis, and high-quality fixed income, serving a diverse client base including municipalities and managing assets across multiple retirement plans.