Community Involvement


Giving back is an important part of the culture at Meridian Financial. Every year during our Annual Dinner we choose a client who then selects one charity to receive our support.  That support comes in the form of a monetary donation and a day of service in which our entire team volunteers. Additionally, The Meridian Financial Team is continously involved with the Jimmy V Foundation and Alex's Lemonade Stand.


2017 Winner


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Past Winners






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The V Foundation for Cancer Research

For more than 20 years, Bob has been involved with The V Foundation for Cancer Research. The mission of The V Foundation is to invest in young physicians and scientists early in their career, with an ultimate organizational mission of eradicating cancer.

Combining his love of tennis with his commitment to The V Foundation, Bob co-founded the Racquets for Research event, raising nearly $500,000. Bob also serves on the local board.

Alex's Lemonade Stand Foundation

Northwestern Mutual is a passionate supporter of Alex's Lemonade Stand Foundation (ALSF). Started by four year-old Alex Scott, the aim of the organization is to fund research to fight childhood cancer. This year in 49 days Northwestern Mutual raised $515,000 to fund 10,300 research hours.

Jason Garey, CFP®, ChFC®
Wealth Management Advisor

Meridian Financial


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck