APPLYING AN EXTRAORDINARY DEGREE OF SERVICE AND EXPERIENCE
Scott Budd,
CFP® Senior Portfolio Operations AssociateScott joined Meridian Advisors in 2026 after 11 years working in various investment and operations related roles. He is a Certified Financial Planner® and uses his experience in portfolio management, operations, and financial modeling to help deliver comprehensive investment management services.
Scott is a graduate from Millsaps College with a degree in Accounting where he was a 4 year varsity athlete on the men’s lacrosse team.
Outside of the office Scott enjoys reading, playing tennis, and watching movies with his family.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
