Who We Are
Our Team
Andrew F. Meredith, CFP®
Executive Vice President/Wealth Management, Financial Advisor
Kevin M. Lindung, CFP®
Executive Vice President/Wealth Management, Financial Advisor
Scott Kelly
Senior Registered Private Client Associate
Andrew O'Neill
Wealth Planning Associate
Katelyn Smith
Private Client Associate
Awards
We are proud that our team member, Andrew Meredith, has received honors and recognition from highly regarded industry publications.These prestigious awards recognized Financial Advisors based on certain criteria, but all share the commonality of providing the highest quality of service to their clients.
2025 Forbes Best-in-State Wealth Management Team
Meredith Lindung Wealth Management has been recognized as a Best-in-State Wealth Management Team by Forbes for the second consecutive year.
2024 Forbes Best-in-State Wealth Management Team
Meredith Lindung Wealth Management has been recognized as a Best-in-State Wealth Management Team by Forbes.
Financial Times Top 400 Advisors
Financial Times recognized Andrew Meredith as a Top 400 Wealth Advisor.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
