Best-in-State · rank 53 · Montgomery, Alabama · listed firm: Meridiem Advisory Group | Raymond James
Identity & firm
- Firm — Meridiem Advisory Group | Raymond James Financial Services (high)
- “Meridiem Advisory Group | Raymond James” — forbes_shook
- Parent company — Raymond James Financial, Inc. (high)
- “Raymond James Financial, Inc. (publicly traded NYSE: RJF)” — firm_official
- Firm type — hybrid_ria (high)
- “operates as both a traditional wealth management platform and supports independent practices” — firm_official
- Team name — Meridiem Advisory Group (high)
- “Meridiem Advisory Group” — firm_official
- Team size — 9 (medium)
- “Team leadership includes Sam Chambers, Trip Phillips, Derrick Sikes, and associates including Leeanne Phillips Dean, Chris Griffin, Seth Meadows, Mitzi Rollins, Amanda Burchard, and Vanessa Wineberg” — firm_official
- CRD — gap: not_found_after_search
- Years experience — 30 (high)
- “More than 30 years in financial services” — firm_official
- Designations — CPWA, AIF, other:RICP, other:CPFA (high)
- “Certified Plan Fiduciary Advisor (CPFA), Retirement Income Certified Professional (RICP), Accredited Investment Fiduciary (AIF), Member National Association of Plan Advisors” — firm_official
Book of business
- Team AUM ($M) — 1300 (high)
- “Team Assets (Custodied): $1.3B” — forbes_shook
- Account minimum ($M) — 0.25 (high)
- “Minimum account size for new business: $250K” — forbes_shook
- Typical client net worth ($M) — 11.5 (high)
- “Typical Net Worth of Relationships: $3-20M” — forbes_shook
- Client niche — Retirement plan consulting for companies and institutions; families and individuals throughout the South (high)
- “Institutional consulting for insurance companies, nonprofits, and corporations across the South; Specialization in retirement plan design, implementation, and fiduciary oversight” — firm_official
- Custodians — gap: not_applicable
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://www.raymondjames.com/meridiem (high)
- “Meridiem Advisory Group website at raymondjames.com/meridiem” — firm_official
- Value proposition (verbatim) — Helping clients set lasting goals while creating a flexible, personalized plan to pursue them (high)
- “Helping clients set lasting goals while creating a flexible, personalized plan to pursue them” — firm_official
- Content marketing — occasional (low)
- “Meridiem Advisory Group publishes occasional insights and market commentary” — firm_official
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/tripphillips/ (high)
- “Trip Phillips LinkedIn profile” — social_or_third_party_db
Visual brand
- Has distinct logo — no (high)
- “Uses Raymond James brand identity and visual standards; does not have a distinct independent logo” — firm_official
- Logo url — gap: not_applicable
- Visual brand notes — Raymond James corporate branding; professional conservative design with blue and gold color palette consistent with parent company identity (medium)
- “Adheres to Raymond James corporate standards” — firm_official