Meredith brings decades of experience to her role of President. She joined Bedell Frazier Investment Counselling in 2004 and became a partner of the firm in 2013. Bedell Frazier merged into Bluespring Wealth Management in 2026, and Meredith was an integral part of the leadership team during that transition. From early in her career, she gravitated toward helping others, building long-term relationships with clients and their families. Meredith is passionate about pairing professional expertise with a personal approach to help clients navigate financial complexity.
As President, Meredith leads the firm. She provides strategic direction, oversees advisors, and partners closely with the leadership team to ensure the delivery of exceptional client service. She takes great pride in fostering genuine connections between the firm, its clients, and their families, and believes that successful outcomes are rooted in a deep understanding of each client’s unique goals and aspirations. Through that understanding, Bluespring Wealth Management implements thoughtful strategies designed to turn those goals into reality.
Meredith is a graduate of Boston College’s Carroll School of Management, where she majored in Information Systems and Marketing, and she earned her MBA from the University of San Francisco in 2009.
She lives in Marin County with her husband, Alan, and their teenage twins, Roxanne and Rex, who keep her schedule outside the office full—between various sports and their punk rock band’s performances.
