Meredith McFate Carso was born in San Jose, CA and raised in Palo Alto, CA. She spent many of her young years swimming in the summer and ice skating in the winter.
Meredith started her career in Financial Services in 1992 when she joined the San Diego office of HYM Financial Services. When HYM closed their doors in 1994, Meredith began working at Smith Barney in San Diego. This position was the beginning of a long and accomplished career in Financial Services.
To better her position, Meredith chose to search out a more rewarding position and began working at A.G Edwards & Sons as the Western Division Coordinator for A.G Edwards Trust Company.
When Wachovia acquired A.G Edwards and Sons, Meredith began working as a Senior Registered Sales Assistant, and continued with the office when Wachovia was acquired by Wells Fargo. Meredith continued and spent many years as a Senior Registered Sales Assistant at Wells Fargo Advisors.
In January 2017 Meredith joined Stone Beacon Capital as a Senior Client Associate and is also assisting organizing events for the firm’s philanthropic activity.
When Meredith is not working, she enjoys taking trips with her husband in their 36ft Tiffin Phaeton Motorhome. Meredith also enjoys golfing, pickle ball, hiking and gardening. Meredith is a resident of Ocean Hills Country Club where these activities are readily available.