Meredith Phippen

CLIENT SERVICE ASSOCIATE

As a client service associate at Williams Financial, Meredith Phippen works in tandem with the other members of the service team to ensure that clients are met with prompt, friendly, and effective support from their first interaction with the firm onwards.

Following the completion of an associate degree from Hudson Valley Community College, Meredith began working at Williams Financial at the start of 2020. She is currently continuing her studies at SUNY Cobleskill and is set to graduate with a Bachelor of Business Administration and a minor in marketing.

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 all manner of administrative tasks, she relishes the opportunity to share these conversations and build relationships with clients along the way. 

When not studying or working, Meredith loves to spend time with her husband, Stephen, and the impressive total of 21 nieces and nephews shared between them. Outside of time with family, Meredith enjoys amateur rock climbing, baking, and reading whatever she can get her hands on, gravitating especially towards mysteries, autobiographies, and romantic comedies.