Chad Meredith has more than 20 years of experience helping financial advisors grow their businesses through advanced life insurance and wealth planning strategies. He specializes in consultative sales, estate planning, business planning, and premium financing, partnering with advisors to deliver tailored solutions for their clients.
Throughout his career, Chad has built a reputation for developing trusted relationships, identifying opportunities, and helping advisors increase production. His storytelling sales approach makes the process and solutions easier to understand for both the personal clients he has served and the financial professionals he assists in presenting these sometimes complex strategies to clients. He holds a BA in Marketing from Auburn University.
Chad lives in Roswell, Georgia, with his wife, Rebecca, son Colin, and daughter Riley. Chad and Rebecca are involved in numerous charity events in the community. As an avid sports fan, he loves attending professional sporting events in Atlanta and as many college football games as possible for his beloved Auburn Tigers. You will find him on most weekends playing tennis with his neighborhood team, coaching his children in various sports, or manning his prized Big Green Egg, cooking up some delicious barbecue. Chad is also an avid reader and loves traveling the world with his family to experience new cultures and foods.
