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Financial Articles from Hefren-Tillotson

Hefren-Tillotson’s James Meredith Among Barron’s Top 100 Financial Advisors In America

August 28, 2015

James G. Meredith, Executive Vice President of investment advisory and financial planning firm Hefren-Tillotson, was ranked among Barrons Top 100 Financial Advisors in the United States for 2015, as announced in the magazines August issue.

Winners Circle, a Barrons research organization, produced the rankings based on data provided on more than 4,000 of the most productive advisors. Factors taken into consideration include assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work.

It is an honor to again be recognized in a class of such distinguished advisors, said Meredith. With the help and guidance of the excellent support staff and fellow advisors at Hefren-Tillotson, I strive to build strong client relationships, with a focus on understanding my clients aspirations for the future.

That understanding and faith in our system allows us to work together to develop plans that are designed to help clients reach their financial goals. Im proud to receive this recognition and am looking forward to continuing to serve my clients in the best way possible.

With more than 40 years of experience in investment management, finance and taxes, Meredith is a key member of Hefren-Tillotsons Asset Management Group, helping to guide and formulate overall investment strategies for more than $9 billion in assets.

Meredith is also the popular host of the weekly Sunday morning financial advisory radio program, Your Money and You, on KDKA Radio. His broadcast career of nearly 30 years has earned him a national following on CBSradio.com and on iTunes.

Prior to his career with Hefren-Tillotson, Meredith specialized in taxation for an international Certified Public Accounting firm and an international conglomerate. He served as an officer in the U.S. Military and has taught college-level accounting classes.

Meredith received a Bachelor of Science degree in accounting and a Master of Business Administration in finance from the University of Dayton. His continuing education has included post graduate work in accounting, taxes and finance.

Meredith has lectured extensively throughout the United States on the subject of personal financial planning and co-authored the book Expert Financial Planning.