Kendall Meade

Senior Financial Planner

Kendall Meade, CFP®, CFT™, currently serves as a Senior Financial Planner at SoFi, where responsibilities include one-on-one member engagements, leading financial education events, and media involvement on personal finance topics since January 2022. Prior experience includes roles as an Associate Financial Advisor at Baird from August 2018 to December 2021, where Kendall participated in a two-year rotational program covering various departments such as financial planning, operations, and marketing. Earlier experience includes an internship at Coastal Green Properties from February 2016 to May 2018, focusing on brand recognition through blogging and client prospecting. Kendall holds a Bachelor of Business Administration in Finance and Entrepreneurship from the University of North Carolina Wilmington, completed in 2018, and also studied at Hochschule Bremen in 2016.

Location

Charleston, United States

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