Meridian Advisory Services was founded in 1997 by James Carano.
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Mr. Carano has over 30 years of financial experience that includes three years as a Corporate Controller with a Fortune 500 company. He has been assisting clients in their financial planning for the past 13 years.
Credentials Include:
-MBA in Finance from Wayne State University
-Certified Financial Planner
-Certificate in Personal Financial Planning From Oakland University
-Registered Investment Advisor
-Member of The Financial Planning Association
-Kiwanis of Charlevoix Board Member
-He can be contacted at, jamescar@meridian-advisory.com
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Ginny Sherrow has over ten years of experience in financial
services. She specializes in cash flow and retirement planning,
tax planning and financial management for small businesses
and their owners.
Credentials Include:
-BS Financial Management with a concentration in investments
from Clemson University
-Certified Financial Planner
-Completed Financial Planning coursework at DePaul University
-Registered Investment Advisor
-Board Member of The Financial Planning Association
-Past AARP Tax Advisor
-She can be contacted at, gsherrow@meridian-advisory.com
John DiMartino is a recent Michigan State University graduate.
He was an intern at Meridian Advisory Services from May to
September in 2008, and will soon begin his studies for
Certification in Financial Planning.
Credentials Include:
-BA Economics with a Cognate in Business
-Registered Investment Advisor
-He can be contacted at, jmdimartino@meridian-advisory.com
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| James Carano, President |
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| Ginny Sherrow, Financial Planning Manager |
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| John DiMartino, Research Manager |
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Northern Michigan
(231) 237-9715
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Southeast Michigan
(248) 390-7252
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www.Meridian-Advisory.com
A service of Meridian Advisory Services, LLC
Registered Independent Investment Advisors and Certified Financial Planners
Devoted to the protection of your wealth and growth of your assets
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