Bethany Moon
Client Services at Meridian Wealth Advisors | Austin, Texas, United States
Bethany Moon’s Email & Phone Number
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Client Services at Meridian Wealth Advisors in July 2022 - Present
Client Services Associate at Moon Capital Management in January 2020 - July 2022
Instructor at KNOXVILLE CHILDRENS THEATRE INC in January 2020 - May 2022
Project Management Intern at Tombras in September 2021 - January 2022
Founder/Events Coordinator at Asbury Farm in May 2019 - January 2020
Intern at Moon Capital Management in January 2019 - September 2019
Development Intern at Tennessee Fund in August 2018 - May 2019
University of Tennessee Knoxville, Haslam College of Business, Bachelor of Science in Business Administration, January 2018 to January 2022
Meridian Wealth Advisors is an independent Registered Investment Advisor with more than 100 years of combined experience in offering customized wealth advisory and planning services to high net worth families and individuals. We serve as a trusted advisor and essential partner to high net worth clients, coordinating investment management, tax planning and estate planning in an effort to cohesively deliver a comprehensive and customized wealth plan and an extraordinary client experience. As an independent firm, we are purposely driven to provide objective advice that is solely in the best interests of our clients. We serve in a fiduciary role and are compensated on a fee-only basis, all in an effort to mitigate any potential conflicts of interest. It’s precisely what high net worth deserves.
Discover more about Meridian Wealth Advisors
Wealth Management Associate
Wealth Management Associate at Meridian Wealth Advisors
(July 2022 – Present)
Managing Partner at Meridian Wealth Advisors
Senior Investment Management Analyst at Private Wealth Partners of Raymond James
(September 2026 – September 2026)
Meridian Wealth Advisors - Managing Partner
Managing Partner at Meridian Wealth Advisors
(Present)
Operations l Compliance
Director of Operations & Compliance at Meridian Wealth Advisors
(February 2021 – Present)
Client Advisor | Portfolio Analyst at Meridian Wealth Advisors
Client Advisor & Portfolio Analyst at Meridian Wealth Advisors
(January 2021 – Present)
Client Relations & Operations Associate at Meridian Wealth Advisors
Client Relations at Meridian Wealth Advisors
(June 2020 – Present)
What is Bethany Moon email address?
Email Bethany Moon at [email protected], [email protected] and [email protected]. This email is the most updated Bethany Moon's email found in 2026.
What is Bethany Moon phone number?
Bethany Moon phone number is 8659514405.
How to contact Bethany Moon?
To contact Bethany Moon send an email to [email protected], [email protected] or [email protected]. If you want to call Bethany Moon try calling on 8659514405.
What company does Bethany Moon work for?
Bethany Moon works for Meridian Wealth Advisors.
What is Bethany Moon's role at Meridian Wealth Advisors?
Bethany Moon is Client Services
