As an associate financial planner at Williams Financial, Meredith Youngmann Phippen works in tandem with the other members of the team to ensure that clients are met with effective support throughout every step of the financial planning process.
Following the completion of an associate degree from Hudson Valley Community College, Meredith began working at Williams Financial at the start of 2020 as a client service associate. She went on to earn a Bachelor of Business Administration from SUNY Cobleskill while working part time. Upon her graduation in 2023 she returned to full time work at Williams Financial, at which point she transitioned onto the financial planning team. Meredith has earned the Series 65 FINRA license.
Meredith excels when it comes to connecting with clients. She’s a natural people person and enjoys interacting with others, listening to their stories, and learning from their experiences. As she provides practical support in a range of administrative and financial planning tasks, she relishes the opportunity to share these conversations and build relationships with clients along the way.
When not working, Meredith loves to spend time with her husband, Stephen, and the impressive total of 23 nieces and nephews shared between them. Outside of time with family, Meredith enjoys amateur rock climbing, baking, and reading, gravitating especially towards mysteries, autobiographies, and romantic comedies.