Grace Speckman, CFP® in

Grace Speckman, CFP®

Login to view DISC.
Senior Financial Advisor at Meridian Investment Advisors Inc.
📍 Carmel, Indiana, United States

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.

Read the full overview →
Experience
13 Years
Current Role
Senior Financial Advisor
Location
Carmel, Indiana, United States
Personality Overview

How Grace shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Grace cares 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.
+5 more topics Login to view topics
Career

Work history

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

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2009 - 2013
Bachelor of Arts (B.A.)
Butler University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Grace. Free, 10 seconds.