Meridian Wealth Management

Peter McFarland, Jeremy Chase, Lauren Hazard + Jessica Barnes

About Us

It is our mission to develop long-term relationships with our clients through excellent service, personalized solutions, and trust. We are committed to helping clients effectively manage their wealth, achieve their financial objectives, and secure their financial future. Our team boasts over 50 years of combined experience and currently manages over $250 million in assets. We offer a variety of services. Our retirement planning services include 401(K) rollovers, customized income strategies and tailored growth portfolios. We provide estate planning as well as tax planning guidance. For those planning for a child’s future education, we can help you do so with confidence.

Our Team

Peter McFarland, Senior Portfolio Manager, brings over 28 years of experience to Meridian Wealth Management. He started with American Express Financial Advisors in Milwaukee, Wisconsin. After relocating to Kentucky, Peter worked in the Lexington Central Investment Center from 1998 to 2011. During this time, he was named a Top 50 Advisor in the country by Bank Investment Consultant Magazine from 2007-2011. After moving to UBS Financial Services, Inc. in 2012, he grew his business over 300 percent. He was named Forbes Best-In-State Wealth Advisors in 2019, 2020, 2021 and 2023.

Jeremy Chase, AAMS® Senior Portfolio Manager, joined Meridian Wealth Management in 2023. Jeremy has over 15 years of Financial Services industry experience. He earned his Bachelor of Arts in Business Administration from Transylvania University. Prior to Meridian he was a Financial Advisor with UBS Financial Services, Inc. in Lexington, KY. He uses his experience to help his clients navigate the complexities of the markets, create unique income and savings strategies, customized investment management and goals-based retirement planning.

Lauren Hazard, Wealth Management Services Associate, joined Meridian Wealth Management in February of 2023, bringing 11 years of experience in the financial services industry and maintains a Series 66 license along with both the Health and Life Insurance licenses. Before joining Meridian, she spent 10 years as a Wealth Management Associate at UBS Financial Services, Inc. Lauren graduated from the University of Kentucky where she earned a Bachelor of Science in Accounting.

Jessica Barnes, CFP® and Wealth Management Services Associate, joined Meridian Wealth Management in 2023, bringing with her seven years of experience at UBS Financial Services, Inc. as a Registered Client Services Associate. In addition to be being a CFP® Professional, Jessica holds her Series 66 license as well as both Kentucky Health & Life Insurance licenses. Jessica graduated from the University of Kentucky where she earned her Bachelor’s Degree in Finance.

Contact

Offices at City Center | 100 W. Main St. Ste. 450 | 859.312.6429

Advisory services offered through Meridian Wealth Management, LLC a SEC registered investment advisor. The information provided in this material is for general informational purposes only and is not intended to provide specific advice or recommendations for any individual. To determine what investments are appropriate for you, please consult with a financial advisor. Meridian Wealth Management. LLC does not provide tax or legal advice. Please consult your tax or legal advisor regarding your particular situation.  

The Forbes ranking of America’s Top Wealth Advisors and Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients.