Meredith Exelbierd

Meredith is a Financial Advisor-Associate Vice President at Duncan Williams Asset Management, where she provides investment guidance and retirement planning services designed to help clients pursue their financial goals. She joined the firm in 2024, bringing over a decade of experience in relationship management and strategic planning from her previous role as a Sales and Development Manager in the logistics industry. A graduate of the University of Mississippi with a Bachelor of Science in Business Management, Meredith leverages her background in customer development to create goal-based investment strategies focused on innovation, collaboration, and trust. She is passionate about helping individual investors and retirement plan participants make informed financial decisions. A proud native of Memphis, Meredith enjoys cheering on the Memphis Grizzlies and the Ole Miss Rebels. Outside the office, she loves spending time with her husband, Adam, their son, Allen, and their daughter, Marilyn. Her family are active members of Temple Israel and are grateful to be raising their children in the Memphis community she’s always called home.