PITTSBURGH James G. Meredith, Executive Vice President of investment advisory and financial planning firm Hefren-Tillotson, was ranked among Barrons Top 100 Financial Advisors in the United States for 2014, as announced in the magazines August issue. Meredith placed 46th on the U.S. list.
Winners Circle, a Barrons research organization, produced the rankings based on data provided on more than 4,000 of the most productive advisors. Factors taken into consideration include assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work.
It is an honor to be recognized in a class of such distinguished advisors, said Meredith. With the help and guidance of the excellent support staff and fellow advisors at Hefren-Tillotson, I strive to build strong client relationships, with a focus on understanding my clients aspirations for the future.
That understanding and faith in our system allows us to work together to develop plans that are designed to help clients reach their financial goals. Im proud to receive this recognition and am looking forward to continuing to serve my clients in the best way possible.
With more than 40 years of experience in investment management, finance and taxes, Meredith is a key member of Hefren-Tillotsons Asset Management Group, helping to guide and formulate overall investment strategies for more than $9 billion in assets.
In addition to the Barrons recognition, Meredith has earned the prestigious Personal Financial Specialist designation from the American Institute of Certified Public Accountants.
Meredith is also the popular host of the weekly Sunday morning financial advisory radio program, Your Money and You, on KDKA Radio. His broadcast career of more than 28 years has earned him a national following on CBSradio.com and on iTunes.
Prior to his career with Hefren-Tillotson, Meredith specialized in taxation for an international Certified Public Accounting firm and an international conglomerate. He served as an officer in the U.S. Military and has taught college-level accounting classes.
Meredith received a Bachelor of Science degree in accounting and a Master of Business Administration in finance from the University of Dayton. His continuing education has included post graduate work in accounting, taxes and finance.
Meredith has lectured extensively throughout the United States on the subject of personal financial planning and co-authored the book Expert Financial Planning.
Hefren-Tillotson Inc., is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN for individuals and businesses. The firms wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFAs. Hefren-Tillotson offers corporate services including 401 (k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, South Hills, and Wexford.