Wealth Advisor, CFP®
Merriweather was drawn to wealth management because of her passion for helping families achieve their financial aspirations. Over the course of her CornerCap career – starting in our Charlotte, NC, office and later migrating to serve clients from her adopted hometown of Charleston, SC – Merriweather has cultivated an expertise in working with female clients as well as next generation (Millennial) clients. She has helped women following the death of a spouse or divorce and is highly skilled in the nuances of financial management triggered by these life events. She is also inspired by and experienced in helping professional women who have accumulated wealth independently to plan out financial visions that are focused on early retirement rather than just family-oriented needs.
Education and Accreditation
- BS, Business Administration – College of Charleston
- CERTIFIED FINANCIAL PLANNER™
- Member, CFA Institute
Why did you choose to join CornerCap?
CornerCap is 100% employee-owned. I was attracted to this independence because it ensures that we provide the best unbiased guidance for clients. We are accountable first and foremost to our clients and ensuring that we act at all times in their best interest. That’s a very different feeling than working at a firm that operates on a commission-based structure from selling specific investment products to clients.
How do you encourage clients to frame their financial picture?
I encourage clients to make a list of their goals, and then bucket them by needs, wants, and wishes to organize and frame their financial picture. This exercise is always illuminating for families and helps to prioritize and plan for major expenses on their horizon.
What inspired you to help people manage their wealth?
I am a planner at heart, so helping to provide clients with the tools to save for retirement, and ultimately a sense of financial comfort and security in their retirement is so gratifying!
How do you spend your time outside of the office?
I have young children, so we can often be found playing outside, at the beach or watching the latest Disney movie.
If someone gave you a million dollars to start your own charity, what cause would you focus on?
Education. I served as the event committee chair for Communities In Schools of Charleston’s signature fundraising event for two years, and also volunteered as a one-on-one tutor for years. Those experiences opened my eyes to how much of a difference educational opportunities make in the lives of underprivileged youth. Access to education can be make or break for a young person’s future.