David and Anne
Pre-RetirementAges 52 and 50
Primary Goal: Get organized and make strategic decisions with their money to make sure their nest egg can support them when they choose to retire.
Read MoreFinancial Advisors Who Answer Your Call
Clarity Today. Confidence Tomorrow.
22+Years of
Experience
Experience
We help successful individuals and families in The Villages simplify complexity, reduce stress, and create a plan they can feel good about—today and for decades to come.
Get StartedRetirement Planning
Tax Strategy
Wealth Management
Meet Your Advisors
Suzanne Powell, CRPC™
Vice-President, Meridian Wealth Management
With over 22 years of experience advising Florida families, Suzanne has built a reputation as an advisor who always answers your call. Prior to joining Meridian, she held Vice President positions at J.P. Morgan Chase and Wells Fargo.
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Chris Powell
Financial Advisor, Meridian Wealth Management
Chris brings a visual approach to financial planning—mapping out exactly where you stand and where you want to go, so every decision you make is clear, confident, and connected to your goals.
Schedule a CallOur Process
A clear process. A better future.
01
Discover
We start with you—your goals, values, and what matters most.
02
Analyze
We evaluate your complete financial picture and identify opportunities.
03
Plan
We build a personalized plan designed to help you move forward.
04
Implement
We coordinate the details and put your plan into action.
05
Review
We review regularly and adjust as your life evolves.
Real Stories
Clients Like You
Bob and Christine
RetiredAges 68 and 67
Primary Goal: Reduce taxes, make sure their investments are optimized, create peace of mind with a reliable income stream in retirement.
Read MoreYour financial goals might be a bit different — but we can find success together.
Ready to get started?
We have designed our wealth management process with you in mind. Schedule a no-cost consultation and let's see if we're a good fit.