Gena Mccall Meredith
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Gena Mccall Meredith Email & Phone Number

Financial Advisor at Consolidated Planning, Inc.
Location: Landrum, South Carolina, United States 5 work roles 3 schools
1 work email found @cplanning.com 2 phones found area 864 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email g****@cplanning.com
Direct phone (864) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Consolidated Planning, Inc.
Role
Financial Advisor
Location
Landrum, South Carolina, United States
Company size
195 employees

Who is Gena Mccall Meredith? Overview

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Quick answer

Gena Mccall Meredith is listed as Financial Advisor at Consolidated Planning, Inc., a with 195 employees, based in Landrum, South Carolina, United States. AeroLeads shows a work email signal at cplanning.com, phone signal with area code 864, and a matched LinkedIn profile for Gena Mccall Meredith.

Gena Mccall Meredith previously worked as Financial Advisor at Metlife Investors and Financial Services Representative at Horace Mann. Gena Mccall Meredith holds Master Of Accounting, Taxation from University Of Georgia - Terry College Of Business.

Company email context

Email format at Consolidated Planning, Inc.

This section adds company-level context without repeating Gena Mccall Meredith's masked contact details.

*@cplanning.com
71% confidence

AeroLeads found 1 current-domain work email signal for Gena Mccall Meredith. Compare company email patterns before reaching out.

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Profile bio

About Gena Mccall Meredith

My goal is to help individuals, families, and business owners build and protect their financial confidence. My specialties and concentration are in the areas of distribution planning and estate preservation for clients who are either retired or in the final stages of planning their retirement. As a result of my education and experience in taxation, insurance, and finance, I am able to work with my clients to develop and implement strategies that will better equip them to Protect, Grow, and Enjoy their wealth.Please note that current regulatory policy does not allow me to receive endorsements of Skills & Expertise. While I appreciate any intention of kind words and sentiment, please do not post comments relating to your opinion of me, my services or the performance of your accounts./COMPLIANCE:2024-3654/

Listed skills include Strategic Financial Planning, Retirement Distribution Planning, Estate Preservation Strategies, Wealth Management, and 7 others.

Current workplace

Gena Mccall Meredith's current company

Company context helps verify the profile and gives searchers a useful next step.

Consolidated Planning, Inc.
Consolidated Planning, Inc.
Financial Advisor
united states
Website
cplanning.com
Employees
195
AeroLeads page
Company profile
View company profile Email format
5 roles · 42 years

Gena Mccall Meredith work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current
Consolidated Planning, Inc.

Landrum, Sc

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 Park South Drive Suite 200, Charlotte, NC 28210, 704-552-8507. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.

Nov 2015 - Present

Financial Services Representative

Horace Mann

Spartanburg, Sc

2003 - 2007 ~4 yrs
Team & coworkers

Colleagues at Consolidated Planning, Inc.

Other employees you can reach at cplanning.com. View company contacts for 195 employees →

MA Matthew Ammons Matthew Ammons Colleague at Consolidated Planning, Inc.Alpharetta, Georgia, United States View → BV Bill Von Husen Bill Von Husen Colleague at Consolidated Planning, Inc.Charlotte, North Carolina, United States View → EE Edwenna E Edwenna E Colleague at Consolidated Planning, Inc.United States View → KW Khalid Westmorland Khalid Westmorland Colleague at Consolidated Planning, Inc.Fountain Inn, South Carolina, United States View → JL Jeffrey Lott Jeffrey Lott Colleague at Consolidated Planning, Inc.Summerville, South Carolina, United States View → BH Bob Holmes Clu®, Chfc®, Rhu, Ricp, Cltc Bob Holmes Clu®, Chfc®, Rhu, Ricp, Cltc Colleague at Consolidated Planning, Inc.Charlotte Metro, United States View → RA Raymond Andreski Raymond Andreski Colleague at Consolidated Planning, Inc.Charlotte, North Carolina, United States View → PG Paul Goldstein Mba Paul Goldstein Mba Colleague at Consolidated Planning, Inc.Clemson, South Carolina, United States View → AT Alyssa Talarico Alyssa Talarico Colleague at Consolidated Planning, Inc.High Point, North Carolina, United States View → JT Jerry Theimer Jerry Theimer Colleague at Consolidated Planning, Inc.Denver, North Carolina, United States View →
3 education records

Gena Mccall Meredith education

Master Of Accounting, Taxation

University Of Georgia - Terry College Of Business

Bachelor Of Arts (Ba), Accounting And Economics

Converse College

Activities and Societies: Equestrian Team

Education record

College Of Charleston

Activities and Societies: Equestrian Team

FAQ

Frequently asked questions about Gena Mccall Meredith

Quick answers generated from the profile data available on this page.

What company does Gena Mccall Meredith work for?

Gena Mccall Meredith works for Consolidated Planning, Inc..

What is Gena Mccall Meredith's role at Consolidated Planning, Inc.?

Gena Mccall Meredith is listed as Financial Advisor at Consolidated Planning, Inc..

What is Gena Mccall Meredith's email address?

AeroLeads has found 1 work email signal at @cplanning.com for Gena Mccall Meredith at Consolidated Planning, Inc..

What is Gena Mccall Meredith's phone number?

AeroLeads has found 2 phone signal(s) with area code 864 for Gena Mccall Meredith at Consolidated Planning, Inc..

Where is Gena Mccall Meredith based?

Gena Mccall Meredith is based in Landrum, South Carolina, United States while working with Consolidated Planning, Inc..

What companies has Gena Mccall Meredith worked for?

Gena Mccall Meredith has worked for Consolidated Planning, Inc., Metlife Investors, Horace Mann, Berry College, and Arthur Andersen & Co..

Who are Gena Mccall Meredith's colleagues at Consolidated Planning, Inc.?

Gena Mccall Meredith's colleagues at Consolidated Planning, Inc. include Matthew Ammons, Bill Von Husen, Edwenna E, Khalid Westmorland, and Jeffrey Lott.

How can I contact Gena Mccall Meredith?

You can use AeroLeads to view verified contact signals for Gena Mccall Meredith at Consolidated Planning, Inc., including work email, phone, and LinkedIn data when available.

What schools did Gena Mccall Meredith attend?

Gena Mccall Meredith holds Master Of Accounting, Taxation from University Of Georgia - Terry College Of Business.

What skills is Gena Mccall Meredith known for?

Gena Mccall Meredith is listed with skills including Strategic Financial Planning, Retirement Distribution Planning, Estate Preservation Strategies, Wealth Management, Series 7, Life Insurance, Iras, and Annuities.

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