Meredith Levine Finn

Domicile State:

Meredith Levine Finn is the third generation in the financial planning practice of Caren R. Levine, CPA*, CLTC, CFBS.  As an Associate, Meredith oversees all marketing, technology and new business development.  Working closely with clients, she holds a critical role in relationship management.  Meredith also plans and coordinates financial literacy and education seminars for law firms, corporations, and professional and nonprofit organizations throughout the East Coast.

Most recently, Meredith was an Associate with Spencer Stuart, a global executive search firm, where she spent five years helping to recruit top leadership talent for financial services clients.  She began her career as a Marketing Analyst for Wharton Executive Education.  Meredith graduated from the University of Pennsylvania with a major in psychology.  As a community leader, Meredith is deeply involved in the alumni network, acting as an alumni interviewer for prospective students and sitting on the board of PennPAC, the University's Pro Bono Alumni Consulting organization.  Meredith is also an active member of Young Friends of the Abramson Cancer Center. Meredith sits on the board of the STARMAR Foundation, which supports philanthropy, voluntarism and grant making foundations focused on child abuse prevention and bullying awareness, urban youth development and education, and veterans’ mental healthcare.