Grace Speckman, CFP®

Enthusiast
DISC Type : i

Senior Financial Advisor at Meridian Investment Advisors Inc.

Carmel, Indiana, United States

Overview

Grace Speckman is a Senior Financial Advisor at Meridian Investment Advisors, where she helps individuals and families with investing and financial planning. A CERTIFIED FINANCIAL PLANNER™ professional, she holds a bachelors degree in Psychology and Economics from Butler University and focuses on providing clarity during complex financial moments.

Outside of her professional role, Grace is a dedicated and lifelong equestrian with deep roots in the hunter/jumper discipline. This personal passion directly informs her specialized work with clients involved in the equine world, demonstrating a unique blend of her personal and professional interests.

Grace has built a specialized financial advisory practice focused on serving the unique needs of fellow equestrians.

Personality Overview

Consensus Focused

Story Driven

Amiable & Agreeable

Unlike D or C types, they are convinced more by stories and testimonials.  They tend to be agreeable by nature, so take their promises with a pinch of salt.
 They prefer to build relationships rather than staying totally transactional.

Topics They Care About

Equestrian Finance
As a lifelong hunter/jumper rider, she has a specialized professional interest in the financial considerations unique to the equine world.
Wealth Management
Her career is centered on helping successful individuals and families make thoughtful decisions around investing, financial planning, and long-term wealth protection.
Financial Education
She creates educational videos to explain financial concepts and demystify the process of working with a financial advisor for a broader audience.

Media Appearances

Grace has no verified media appearances

Work History

1-2026
Senior Financial Advisor at Meridian Investment Advisors Inc.
8-2021 - 1-2026
Financial Advisor at Evans May Wealth
6-2019 - 8-2021
Registered Senior Wealth Associate at Evans May Wealth
9-2017 - 6-2019
Registered Client Associate - The Evans May Group at Merrill Lynch
7-2016 - 9-2017
Senior Project Manager at Walker Information

Education

2009 - 2013
Bachelor of Arts (B.A.) from Butler University

More Information

Social Presence :

Prographics :

Exp : 13 Location : Carmel, Indiana, United States Job Level : N/A Designation : Senior Financial Advisor at Meridian Investment Advisors Inc.
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Insights For Selling To Grace

During A Call Or A Meeting

DO's

  • Speak from experience about success that the product has seen with other customers
  • Refer to interesting customer testimonials and stress on great customer experience
  • Ask them how their day is going or exchange some other pleasantries

DONT's

  • Don’t be too formal with them, they trust informality more
  • Don’t be excessively objective, be like a storyteller with them
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Grace is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Grace

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Grace move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Grace take some risk or not?

  • They can take some low-probability risks if needed.

You And Grace

Personality Compatibility


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