Katelin Meredith

Katelin Meredith is an Associate at Windsor Advisory Group, an Ohio-based financial advisory firm where she is responsible for supporting client relationship management and assisting with comprehensive financial planning solutions for high-net-worth individuals and families. In her role, she contributes to the execution of strategic advice around retirement, business succession, and significant personal transactions, integrating both personal and professional financial interests to meet client objectives.

Earlier in her career, Katelin served as a Client Services Associate at Venture Visionary Partners, where she focused on client onboarding and investment operations, and as a China Practice Intern at Hylant, providing experience with international business and risk management. Her investment exposure at Windsor Advisory Group includes wealth management and retirement planning, with an emphasis on strategies tailored for business owners and professionals in transition periods.

Katelin holds a degree in Business Marketing and Finance from the University of Kentucky, contributing both analytical and communication expertise to her role. Recognized for her strong client service background and developing experience in advisory functions, she brings a multidisciplinary perspective to the finance sector, prioritizing personalized solutions and holistic planning in her work with Windsor Advisory Group clients.