Meridith Mimbs
Login to view DISC.Meridith Mimbs is the Director of Private Client Services at Crescent Wealth Advisory, where she focuses on daily operations and the client experience. With a career in finance since 2008, she has held roles at Morgan Stanley, UBS, and Merrill Lynch, specializing in simplifying the complexities of family wealth for an exclusive clientele.
Meridith shows an interest in celebrating the achievements of women in finance and business. She also finds creative and engaging ways to connect with complex topics, such as drawing parallels between popular culture like "Game of Thrones" and the nuances of advanced estate planning.
She once shared an article that used the TV show "Game of Thrones" to explain advanced estate planning concepts.
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Meridith has no verified education history
DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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