Following the 2023 merger of Collins Investment Group and XML Financial Group, she now continues her role under XML. Meredith also collaborates with our financial advisors to prepare for client meetings and reviews.
Before joining Collins in 2019, she spent 16 years in Private Wealth Management and Investment Operations.
Meredith earned a B.S. in Finance from Norfolk State University and is a Chartered Retirement Planning Counselor℠. Outside the office, she enjoys cooking and supports the Life Builders program, which works to positively impact youth. She lives in Springdale, MD with her husband and two young sons.
MEREDITH C. WADE, CRPC®
Client Service Associate