Meredith M. Pickett, CFP®
Financial Advisor
Meredith Pickett brings more than 14 years of financial planning and client service experience to her role as a Financial Advisor at Connecticut Wealth Management (CTWM). She takes pride in building long-term relationships with clients, going beyond traditional financial strategies to provide personalized guidance and support throughout their financial journey.
Prior to joining CTWM, Meredith worked at Planning Partners, LLC. Additionally, she was a Defined Contribution Consultant with USI Consulting Group and a Financial Advisor with American Express Financial Advisors. While raising her family, Meredith worked as an elementary math tutor.
Education
Meredith graduated from the State University of New York at Oneonta with a bachelor’s in business economics. She holds a Certificate in Sustainable Health and Nutrition and a Certificate in Herbalism from The Institute of Sustainable Nutrition.
Meredith is a CERTIFIED FINANCIAL PLANNER™ (CFP®) licensee.
Affiliations & Community Involvement
Meredith serves on the advisory board of The Institute of Sustainable Nutrition. She is also involved with various charities in the Farmington Valley.
Meredith enjoys gardening, spending time outdoors, and entertaining family and friends. She resides in Canton with her husband, Mark, and their rescue greyhound, Tilly. She cherishes time spent with her three children whenever she can.
Financial Advisor
Contact Meredith M. Pickett, CFP®
