Meredith Fiocchi

Meredith Fiocchi is an Associate Vice President – Investments at Fiocchi McCarthy ESOP Group of Wells Fargo Advisors. Meredith helps business succession clients understand the ESOP opportunity. As a Financial Advisor who holds the Certified Exit Planning Advisor (CEPA®) professional designation, Meredith provides support and guidance to business owners, ESOP trustees and employee owners. She serves on the National Advisory Committee for Ownership Culture and is a member of the National Center for Employee Ownership.