Summary
Meridian Trust & Investment Company
Founded in 1997
Description
We are your Financial Planning, Retirement, Investment, and Trust Company. Designing personalized strategies to help our clients achieve their financial objectives.
Strengths
- Revenue generated per employee is greater than industry average
- Revenue growth is more steady than the industry average
Weaknesses
- Meridian Trust & Investment Company has a very small market share in their industry
- Revenue growth is less than the industry average
- The number of employees is not growing as fast as the industry average
- Since Meridian Trust & Investment Company was founded, the company has experienced slower revenue growth than the industry average
- Web traffic rankings are worse than the industry average
Annual Revenue
Meridian Trust & Investment Company's annual revenue
$4238000
Based on Kona Equity data
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Revenue per employee
$282533
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Variance of revenue growth
0.03
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Annual revenue growth since founding
$156963
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Revenue growth rate from first known quarter to current
-4.8%
Employee Count
15 employees
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Employee growth rate from first known quarter to current
-12.0%
Executives
Jennifer Steffens
Vice President, Financial Planning
j**@trustmeridian.comJanet Kannady
Vice President, Operations
j**@trustmeridian.comWilliam Coulter
Vice President
w**@trustmeridian.comSusanne White
Vice President, Retirement Plan Design
s**@trustmeridian.comJeffre Cagle
Wealth Advisor & Vice President, Trust Services
j**@trustmeridian.comTom Coulter
Our President
t**@trustmeridian.comDavid Zandstra
Chief Investment Officer
d**@trustmeridian.comLisa Morgan
Vice President, Retirement Plan Services
l**@trustmeridian.comJenell Shaddix
Supervisor, Operations
j**@trustmeridian.comVickie Elam
Trust Assistant
v**@trustmeridian.comMarco Padilla
Acquisitions Agent
m**@trustmeridian.comLaura Lyons
Certified Financial Planner
l**@trustmeridian.comDeron Bowry
Real Estate Wholesaler
d**@trustmeridian.comLisa Wade
Senior Retirement Plan Specialist
l**@trustmeridian.comG Score - 2
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G2 Income per employee more than industry average.
- G5 Variance of revenue growth is less than the industry average
Web Analysis
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Rank
8.34 M
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Page views per visitor
2.0
Location
Unlock unlimited leads
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Key Information
- Name: Meridian Trust & Investment Company
- Category: Financial services
- Industry: Financial Planner
- SIC: 62
- NAICS: 523; 523920
See similar companies
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By City Knoxville Small Financial Planner in Knoxville Mid-size Financial Planner in Knoxville Financial services in Knoxville Small Financial services in Knoxville Mid-size Financial services in Knoxville
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By State TN Small companies in TN Financial services in TN Small Financial services in TN Mid-size Financial services in TN Small Financial Planner in TN Mid-size Financial Planner in TN
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By Category Financial services Small Financial services Mid-size Financial services
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By Industry Financial Planner Small Financial Planner Mid-size Financial Planner Financial services and Financial Planner
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Firmographic data G Score of 2 Founded in 1997 SIC: 62 NAICS: 523 NAICS: 523920 #Investment Banking #Finance
Frequently Asked Questions
Meridian Trust & Investment Company's headquarters are located at 109 S. NORTHSHORE Dr., Ste. 400 Knoxville, TN 37919.
Meridian Trust & Investment Company's official website is trustmeridian.com
Meridian Trust & Investment Company's annual revenue is $4.2 M.
Meridian Trust & Investment Company's SIC: 62
Meridian Trust & Investment Company's NAICS: 523; 523920.
Meridian Trust & Investment Company has 15 employees
Meridian Trust & Investment Company is in the industry of Financial services.
