Meredith Phippen has been an investment adviser representative at Williams Financial since February 2024, and is not listed among the firm’s executive officers or direct owners. Meredith Phippen holds an Associate degree from Hudson Valley Community College and a Bachelor of Business Administration from SUNY Cobleskill.
Williams Financial, LLC is a North Bennington, VT firm with $210M under management, 267 clients and 4 advisers across 3 offices, as of its March 2026 filing.
Meredith Youngmann Phippen is Associate Financial Planner of Williams Financial. She works with the other members of the team to support clients through every step of the financial planning process. She began at the firm at the start of 2020 as a client service associate and moved onto the financial planning team after her graduation in 2023.
- Williams Financial, LLCCurrent– present · 2 yearsNorth Bennington, VT · Adviser representative · Firm CRD 137038
Investment adviser representative registrations
Meredith Phippen is registered as an investment adviser representative in Vermont, since February 2024.
- VermontSince 27 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 February 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Meredith Grace Phippen
- CRD
- 7853740
- Firm
- Williams Financial · CRD 137038
- Office
- 12 MAIN STREET, North Bennington, VT 05257
- Registration
- Investment adviser registration
- In the industry since
- February 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- williamsfinancial.net
Where does Meredith Phippen work?
Meredith Phippen is an investment adviser representative registered through Williams Financial, LLC since February 2024, and is not listed among the firm’s executive officers or direct owners.
Is Meredith Phippen a financial advisor?
Yes. Meredith Phippen has a current investment-adviser registration in Vermont, through Williams Financial since February 2024.
How many years of experience does Meredith Phippen have?
Meredith Phippen has 2 years in the financial industry, since February 2024, across 1 adviser firm.
What exams has Meredith Phippen passed?
Meredith Phippen passed the Series 65 in February 2024.
Where is Meredith Phippen based?
Meredith Phippen’s registered office is in North Bennington, VT.
Is Meredith Phippen registered with FINRA?
No. Meredith Phippen has no current broker registration.
How can I verify Meredith Phippen’s record?
Search CRD 7853740 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Meredith Phippen’s full registration record.
