Meredith Sims - Financial – Investments

Member Profile

Member Bio

Art, nature and travel are all things that never fail to inspire me. I love getting on a plane and heading somewhere. The personal connection with my clients and their dreams is what makes work fun.

    Contact Info
  • Phone: 678-254-0860
  • Team: Candler Park
  • Introduced by James Galloway
  • Joined on 12/19/2007

Recent Comment

Referral Trigger for the week of March 16

Talking about money and finances requires a personal connection and trust, so it’s important that my prospective clients understand from an introduction or profile that I am warm and approachable – and that I can meet them at the level at which they are at – whether that be a new or experienced investor. An introduction from someone who is already working with me, or knows me and my business is always the best way to establish a new client relationship.

Awards & Recognition

Membership
  • 3 year
  • 5 year
Leadership
  • TeamCoOrdinator
  • ParticipationCoOrdinator
  • VisitorCoOrdinator
  • MembershipCoOrdinator
  • MentorCoOrdinator
  • Officer Hand Pin
Team Recognition
Development
  • Orientation
  • InfoMinute Seminar
  • GateOpener 101
  • Best Client Workshop
Sponsorship
  • Gold Star

Members Sponsored

  • Brian Nigro
  • Steve Cannon
  • Jan Truslow
  • David Johnson
  • Gary Saitowitz
  • Jim Gordon

Company Profile

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