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Get to know Meredith, financial analyst intern!

8/28/2019

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​Meredith Storey ‘20
Financial Analyst Intern

In her role as a Financial Analyst Intern, Meredith focuses on investment research for Sarah, Brien, and TWA clients. Her research is primarily focused on stock and fund evaluations using a combination of fundamental and technical analysis to deliver long-term projections on current and potential holdings. She enjoys assessing how securities’ short-term price fluctuations due to political, economic, and social trends compare to long-term forecasts based on intrinsic values. Meredith will graduate in May of 2020 with her Bachelors of Finance and Certificate in International Business. She will be pursuing either an MBA or a more data analytics focused master’s degree after graduation. As for her future career, Meredith hopes to be a portfolio manager for a hedge or mutual fund. Meredith’s particular interest in international business pushes her to incorporate international investing and travel into her future career as well.

Apart from her work at TWA, Meredith maintains an active role in Aggie Investment Club
and Delta Zeta Sorority. She enjoys philanthropic work through Adopt-A-Street, the Brazos
Valley Food Bank, and The Center for Hearing and Speech. Outside of work, school, or extra
curricular activities, her passions include learning languages, cooking, outdoor adventures,
and fashion and make up design.

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  • Home
  • About
    • Our Team
    • What is a certified financial planner?
    • About our flexible fee system
    • What We Do
  • Services
    • Wealth Management & Financial Planning
    • Investment Planning
    • Spirit Fiduciary Partners
    • Retirement & Estate Planning for Texas A&M University employees
  • Current Clients
  • Internship Opportunities
  • Blog
  • Newsletters
  • Contact