Meredith Sims

Meredith Sims

Financial Advisor

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.

Member

I like to have a conversation with the speaker to see what new information I can uncover. I’m always looking for the thread that connects what they love doing and care about with what they do in their career – the personality and passion behind the work.

If the team is already engaged with new information and a deeper understanding of the speaker, they are ready to be all ears for the speaker’s 7 minute.

Referral Trigger Response

Heart Strong Wealth Planning

Heart Strong Wealth Planning

678-805-0072

Website

Company

Gold Star Pin 10/08/2009

Members I've Invited

Dr. Michael Chan-Frazier, LPC

Dr. Michael Chan-Frazier, LPC

Jim Gordon

Jim Gordon

David Johnson

David Johnson

Gary Saitowitz

Gary Saitowitz

Jan Truslow

Jan Truslow

Steve Cannon

Steve Cannon

Brian Nigro

Brian Nigro

Sponsorship

Candler Park Team

Introduced by:

James Galloway

James Galloway

Leadership

TeamCoOrdinator 12/07/2020
ParticipationCoOrdinator
VisitorCoOrdinator
MembershipCoOrdinator
MentorCoOrdinator
Hand Pin 06/12/2014

Team

Team

PowerLinks Certificate 05/30/2008
Best Client Workshop 05/15/2017
InfoMinute Seminar 05/11/2015
Filling the Filing Cabinet Workshop 07/09/2012
Orientation Essentials 05/07/2008
GateOpener Workshop 04/09/2008

Development