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President’s Letter

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Dear Investor,

Welcome to our website. I’m delighted that you’re interested in Meridian Trust. As an original founder of Meridian Trust, I set out to create an investment firm that was not simply a copy of other financial institutions, but instead a company aspiring to elevate every aspect of its business to the highest level, or “Meridian.” From employing the best and brightest to providing a level of service, transparency, and integrity that engenders deep trust and loyalty from our clients, we set our standards high. We continuously monitor our success in each area and adjust course as needed. We won’t, however, deviate from our founding principle of providing prudent counseling to control risk and preserve our clients’ assets. We believe the more you know about Meridian Trust, the more you’ll appreciate the differences, large and small, that set us apart from others.

We realize that financial security means different things to each of us, but a common thread is peace of mind. Meridian Trust can help you reach your financial goals while providing peace of mind. It is a collective effort at Meridian Trust to understand your unique financial situation and identify your financial goals. We welcome an opportunity to fully discuss how we can assess and assist you in your planning. I hope you will consider calling us to schedule an appointment to further discuss how you can comfortably grow and protect your financial assets.

In 2017, we are elated to celebrate 20 years of service. Meridian was granted Trust powers by the Tennessee Department of Financial Institutions on September 24, 1997. Our status as a bank allows you to enjoy an extra level of security. Meridian is also owned primarily by the employees who serve you. Engaging with us as an employee-owned company provides continuity and stability, because you deal with the same folks who own and manage Meridian Trust & Investment Company. We use the same services and investing principles that we recommend to our clients.

We focus on your needs and providing personal solutions for those needs with an exceptionally talented and motivated staff. The growth of our business as well as the retention rates of both clients and employees provide strong evidence that we are successful in achieving our goals and the goals of our clients.

Meridian has grown substantially since its formation. Today we have assets under management approaching three quarters of a billion dollars. This growth has occurred due to close, long-lasting relationships with our clients. Choosing Meridian Trust aligns you with a financial partner ready to assist you in making prudent financial decisions.

Everything we do here at Meridian is designed around the idea that objective financial advice will produce better long-term financial returns for you than selling products. You always know how much you are paying, because our compensation is not hidden in mutual fund fees or based on commissions earned from selling securities. This allows us to focus on what is best for you, not on how we are being compensated.

Thank you for visiting our site and taking the time to learn more about Meridian Trust & Investment Company. We look forward to serving you.

Contact me if you have a question, or need anything. The direct dial number to my desk is 865.342.4440, or my email is tcoulter@trustmeridian.com.

 

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* My Meridian™ [ my • mə ríddee ən ]
  1. Specific point(s) in space and time in which life is experienced with complete peace of mind. Evidenced by an ability to clearly focus on those people, places, and events which bring joy and meaning to one’s life.  Achieved in large part, by a sense of financial strength and security.
  2. Each point is unique unto its owner
  3. To reach My Meridian™ consult with a dedicated professional at Meridian Trust.  A My Meridian™ Plan will be custom developed for you.
  4. My MeridianPlan consists of a comfortable investment strategy designed for your specific goals ~ ensuring financial stability, security and peace of mind.
  5. see also: Meridian Trust Investment Company; security, intelligent investing.