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MassMutual financial professional.

Meredith Whiteneremail

  • Professional Story

    My goal is to assist families and business owners building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals and to become a lifetime resource for each client. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them. I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you.  I will help you:

    • Define your personal financial goals
    • Develop a financial strategy that can help you achieve these goals
    • Suggest suitable products and solutions based on your own tolerance for risk and your timeframe
    • Implement your strategy with products and services that help meet your needs

    Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight, and capability. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be.

    Education

    University of Mount Union (2012-2016)

    Hobbies

    Hiking
    boating
    baking
    four-wheeling

    Affiliations & Memberships

    Member of the Financial Industry Regulatory Authority, Inc. (FINRA)
    Member of Alpha Delta Pi

    Community Involvement

    PAN Ohio Hope Ride
    The Cleveland Professional 20/30 Club

  • Languages:
    • English

  • Specialties:
    • Insurance Strategies
    • Student Loan Refinancing
    • Investment Strategies
    • Financial Education
    • Retirement Strategies
    • Business Owners
    • College Funding Strategies

  • Online Services

Check the background of this investment professional on FINRA’s BrokerCheck

See Meredith’s Licenses and Disclosures

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