Meridian Wealth Advisors, LLC

Alexander Price is a financial advisor at Meridian Wealth Advisors, LLC in Austin, TX, holding a Series 66 designation with 12 years of industry experience. He previously worked at Dimensional Fund Advisors for eight years and Raymond James and Associates for four years. Meridian Wealth Advisors is an SEC-registered firm serving individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm offers comprehensive wealth management services, combining fundamental analysis, modern portfolio theory, and risk management, with a team of nine advisors managing approximately $1.45 billion.

Joshua Galatzan is a financial advisor at Meridian Wealth Advisors, LLC in Austin, TX, holding a Series 66 designation with 25 years of industry experience. He has been with Meridian Wealth Advisors since 2015, contributing to the firm’s team-based approach to wealth management. Meridian Wealth Advisors is an SEC-registered adviser serving individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm offers comprehensive wealth management services with a focus on risk management and net-of-cost evaluation, employing a combination of fundamental analysis and modern portfolio theory across a diverse range of investment instruments.

Sophie Brooks Ames is a CFP® with 12 years of industry experience, currently serving as an advisor at Meridian Wealth Advisors, LLC. Her previous roles include positions at Northern Lights Distributors, LLC, Sage Advisory Services, Ltd Co., and AXA Advisors, LLC. She holds the Series 66 designation and works out of Austin, TX. Meridian Wealth Advisors, LLC is an SEC-registered firm that provides comprehensive wealth management services to individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm manages approximately $1.45 billion through a team of nine advisors, employing a disciplined investment approach that integrates fundamental analysis, modern portfolio theory, and risk management across a diverse range of instruments.

Kerwin Price is a financial advisor at Meridian Wealth Advisors, LLC in Austin, TX, holding a Series 63 designation with 37 years of industry experience. He worked at Raymond James & Associates, Inc. for 21 years before joining Meridian Wealth Advisors in 2018. Meridian Wealth Advisors is an SEC-registered firm serving individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm offers comprehensive wealth management services and employs an investment approach that integrates fundamental analysis, modern portfolio theory, and risk management, utilizing model portfolios with flexibility for tactical adjustments.

Christopher Popso is a financial advisor at Meridian Wealth Advisors, LLC in Austin, TX, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Pacific Investment Management Company LLC and BlackRock Investments, LLC. Outside of finance, he operates as an independent tennis instructor through his sole proprietorship and MyTennisLessons LLC. Meridian Wealth Advisors, LLC is an SEC-registered firm serving individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm offers comprehensive wealth management services and employs a team-based approach that integrates fundamental analysis, modern portfolio theory, and risk management across a broad range of investment instruments.

Meagan Moll is a CFP® with 19 years of industry experience, currently serving as an advisor at Meridian Wealth Advisors, LLC in Austin, TX. She has been with Meridian since 2015. Meridian Wealth Advisors is an SEC-registered firm that provides comprehensive wealth management services to individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm employs a combination of fundamental analysis, modern portfolio theory, and risk management in managing approximately $1.45 billion for over 300 clients through a team of nine advisors.

Angela Cruz is a financial advisor at Meridian Wealth Advisors, LLC in Austin, TX, with 25 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates, Inc. from 2013 to 2017. Outside of finance, she owns and operates a small business selling decorated sugar cookies. Meridian Wealth Advisors, LLC serves individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations, managing approximately $1.45 billion across a team of nine advisors. The firm employs a comprehensive wealth management approach that integrates fundamental analysis, modern portfolio theory, and risk management, offering a range of investment strategies including discretionary portfolio management and private placement consulting.

Jacqueline Gordon is a CFA® charterholder with eight years of experience in the financial industry. She currently serves as an advisor at Meridian Wealth Advisors, LLC, where she has worked since 2016, including a prior role at Fidelity Investments. Meridian Wealth Advisors, LLC is an SEC-registered firm managing approximately $1.45 billion for over 300 clients. The firm offers comprehensive wealth management services to individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations, using a disciplined investment process that incorporates fundamental analysis, modern portfolio theory, and risk management.

Brian Noonan is a financial advisor with Meridian Wealth Advisors, LLC in Austin, TX, holding a Series 66 designation and 15 years of industry experience. He previously worked at UBS Financial Services Inc. for nine years before joining Meridian in 2019. He serves as a member of the Limited Partner Advisory Committee for Greenridge Growth Partners, a private equity firm, where he provides advisory feedback on fund-level decisions without compensation. Meridian Wealth Advisors is an SEC-registered advisory firm serving individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm offers comprehensive wealth management services, utilizing fundamental analysis, modern portfolio theory, and risk management, with a range of investment instruments and notable use of derivatives and account-level borrowing in separately managed accounts.