CONNECT

Address:

425 N. Martingale Rd, Suite 200
Schaumburg, IL 60173

Phone:

Mike McCarthy 847-944-7920,Elias Friedman 847-944-7922,Cynthia Bridges Jones 847-944-7944,Meredith Fiocchi 847-944-7921,Kim Smith 847-944-7923,Jennifer Shulman 847-944-7912Toll-Free 844-378-5237

Fax/Other:

847-944-7933

Meredith Fiocchi

Meredith Fiocchi

Financial Consultant

Meredith Fiocchi started her career in financial services in 1990 as a Financial Advisor. She has enjoyed working for financial services and proprietary trading firms over the years, and joined Wells Fargo Advisors in 2009. Meredith specializes in education and facilitation of leveraged ESOP transactions.  She is committed to providing clients with a positive experience, and to supporting their needs by delivering the highest level of personal service with a commitment to integrity. Her depth of experience allows her to help create solutions and assist in all areas of client support.
She attended the University of California in Santa Barbara prior to moving to Illinois. She is a member of both the National Center for Employee Ownership and the National ESOP Association, where she currently sits on the executive board for the State of Illinois.
 
Meredith lives in Lake Forest, Illinois with her two daughters. She enjoys spending time outdoors, live music and entertaining.
  • Series 7 - General Securities Representative Exam
  • Series 66 - Uniform Combined State Law Exam
  • Life & Health Insurance Licenses
 
 
 
Phone 847-944-7921
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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals