Meredith Waters

• Experience with PPA spanning administrative support, insurance operations, and financial planning support
• BS in Psychology, Boston University (2003)
• Licensed in Life and Health Insurance

Meredith began working with Professional Planning Associates part-time during high school and college as an Administrative Assistant, supporting the team through a variety of clerical responsibilities including filing, dictation, and office support.

After graduating from Boston University in 2003 with a Bachelor of Science in Psychology, Meredith returned to PPA full-time as an Insurance Administrator, where responsibilities included insurance underwriting and customer service support.

In 2010, following the birth of her first child, Meredith returned to PPA to assist Financial Advisors with gathering, reviewing, and analyzing client data, as well as preparing financial plans for client meetings. Additional responsibilities included client service and problem resolution.

In 2012, Meredith became Office Manager, overseeing a broad range of operational responsibilities including accounting, human resources, customer service, and in-house IT support. Her diverse experience across multiple areas of the firm has made her an integral part of PPA’s day-to-day operations and long-term success.

Meredith values PPA’s collaborative, family-oriented environment and takes pride in supporting both clients and colleagues through efficient operations and responsive service