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Jay H
Series 65
Bethlehem, PA
Meridian Asset Management, LLC
Jay Harris is a financial advisor at Meridian Asset Management, LLC with 15 years of industry experience. He holds the Series 65 designation and has been with Meridian since 2010. Meridian provides investment management and financial planning services to individuals, trusts, charitable organizations, and pension plans. The firm emphasizes active portfolio management and strategic asset allocation, often working on a non-discretionary basis that allows clients to retain final trade approval.
Scott H
CFP®, ChFC®, Series 63
Bethlehem, PA
Meridian Asset Management, LLC
Scott Heess is a CFP® and ChFC® with 15 years of industry experience. He has been with Meridian Asset Management, LLC since 2010. Meridian Asset Management provides investment management and financial planning services to individuals, trusts, charitable organizations, and pension plans. The firm employs active portfolio management and strategic asset allocation, often allowing clients to retain final trade approval, and incorporates niche allocations to manage correlation during market stress.
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