Marshall Moon is a senior investment advisor and chief equity strategist at financial advising firm Meridian Investment Advisors, based in Little Rock. Whether working one-on-one with clients or overseeing the company’s investment process, Moon relishes the opportunity to blend the art and science of wealth management. He prioritizes providing a healthy and open environment so that current and prospective clients feel heard and can be vulnerable about an emotional topic like money. In his current role, Moon serves as a trusted partner to clients, leads Meridian’s investment strategy team and is responsible for the company’s equity research initiatives and portfolio management. In his day-to-day role, Moon enjoys helping people become comfortable with their financial well-being and giving them the confidence to use their resources to live the life they always dreamed of living. He understands that everyone’s financial journey is unique to them, and prides himself on being open-minded while providing tailored advice. A graduate of the University of Central Arkansas, Moon earned a degree in finance before joining the Meridian team in 2015. Moon earned his Certified Financial Planner® designation in 2020.
