Client portal

Meredith Little

Meredith Little is a senior wealth coordinator who has served in various areas of the financial industry following her graduation from Queens University of Charlotte in 2020.

At Queens, Meredith earned a Bachelor of Science in Human Sciences. She made the decision to pursue a career in wealth management during her senior year. Meredith understands how important building trust and cultivating good relationships is and chose a career that allows her to focus on these two areas with clients while helping them build a strong financial future.

Meredith is from Waxhaw, NC and grew up on a family farm just south of the city. She enjoys trying new restaurants, playing tennis, and spending time at the beach.


  • SIE
  • Certified Nursing Assistant (CAN)


  • Bachelor of Science, Health Services/Allied Health, Queens University of Charlotte
See Meredith’s Office
Skip to content