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Meridith Mimbs

Director of Private Client Services at Crescent Wealth Advisory

  • LinkedIn

I am responsible for Crescent’s day-to-day operations and client experience. I work to understand the unique needs of each client and simplify the complexities of family wealth. The Cresc...

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CRESCENT WEALTH ADVISORY

CRESCENT WEALTH ADVISORY

  • description Description
    Crescent Wealth Advisory represents an integration of asset protection and asset management competencies. This powerful combination ensures a transference of industry expertise, unlimited acc...

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  • Employees count Employees 1-10
  • Revenue Revenue 5 Million to 10 Million
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Crescent Wealth Advisory Org Chart and Mapping

Employees

Nathan Jeansonne

Insurance Consultant/Business Development

CLTC Jim Nolan

Private Wealth Specialist

Meridith Mimbs

Director of Private Client Services

Kirby Paulsen

Director of Client Relations

Bryon Bennett

Partner / Crescent Louisiana

Jeff Taylor

Founder and Principal

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Answer: Meridith Mimbs is the current Director of Private Client Services at Crescent Wealth Advisory.... Read More

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Answer: Crescent Wealth Advisory's Director of Private Client Services is Meridith Mimbs

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  • Phone number  :  (***)-***-****
  • Email  :  m****@crescentwealthadvisory.com

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