Meredith joined Bedell Frazier in 2004 and became a Partner of the firm in 2013. Shortly after joining the firm, she gravitated toward working directly with clients, building strong relationships with them and their families. She is passionate about combining professional expertise with a personal approach to help clients achieve success. As president of the firm, Meredith provides leadership to the team and oversees all firm operations ensuring that Bedell Frazier continues to deliver exceptional service.
As an Advisor, she takes pride in building meaningful connections with clients and their families, gaining a deep understanding of their unique goals and aspirations. She then implements strategies to help turn those goals into reality.
Meredith is a graduate of Boston College’s Carroll School of Management where she majored in Information Systems and Marketing. She received her MBA from the University of San Francisco in 2009.
Meredith serves as Chief Compliance Officer of the firm, staying current with industry regulations and policies.
She lives in Marin County with her husband Alan and their twins Roxanne and Rex.
