Karen Meriwether

As a former math teacher, Karen utilizes the logical and systematic problem-solving approach of mathematics in the financial management and planning process. She does this all with a sense of humor and personal warmth.

CREDENTIALS

  • Elmira College, MS
  • Baylor University, BS
  • CERTIFIED FINANCIAL PLANNER ™
  • Member of the Financial Planning Association
  • 32 plus years veteran in Financial Services

COMMUNITY SERVICE

  • Serves on the Board – Community Foundation of Elmira-Corning and the Finger Lakes, Inc.
  • Award for Passionate Philanthropy-Community Foundation of Elmira-Corning and the Finger Lakes, Inc.
  • 2014 United Way GAV Award

BACKGROUND

Over 32 years ago, Karen made a decision to make a career change and enter the financial management field. She never looked back. Today she thrives on the endless challenges the field has to offer. She enjoys the scenic beauty of Keuka Lake with her husband, Tom Snow, as well as the visits from their children and grandchildren. She is an avid gardener and fitness enthusiast.

AREAS OF EXPERTISE

  • Retirement Planning
  • Survivorship Analysis
  • Risk Management
  • Asset Allocation
  • Charitable Gift Planning
  • Pre and Post Mortem Assistance
  • Estate Planning
Karen B. Meriwether, CFP®
Senior Vice President