Meredith Fiocchi

Meredith Fiocchi began in the brokerage industry in 1990 as a Financial Advisor. She worked for several years in both retail brokerage and subsequently in futures and options trading for a proprietary firm at the Chicago Board of Trade. After staying home to start her family, Meredith reentered the workforce and joined Michael McCarthy at Wells Fargo Advisors in 2009. Meredith and Michael began their working relationship during the 1990s and she was excited to join his new team. Meredith is an educational resource for leveraged ESOP transactions, working with internal and external partners to help clients and prospects understand the ESOP opportunity. She presents on a variety of ESOP topics at conferences and seminars across the country, in addition to the work she does with individual clients. She remains supportive to clients and their representatives throughout an ESOP transaction and helps clients structure 1042 portfolios and securing qualified replacement properties. Meredith is past President of the Illinois chapter of the ESOP Association and currently serves on their National Advisory Committee for Ownership Culture.. She holds both Series 7 and 66 registrations, in addition to Life and Health insurance licenses. Meredith attended the University of California, Santa Barbara, and lives in suburban Chicago.