Meredith Russell

Meredith brings more than seven years of experience in financial services, with a background focused on relationship management, investment communication, and advisor support. She began her career at Putnam Investments as an internal wholesaler, partnering closely with financial advisors and their teams on portfolio positioning, investment analysis, and value-added business solutions. She later joined T. Rowe Price, where she supported the firm’s growing wealth-focused distribution efforts and further developed a strong investment-first perspective.

At T. Rowe Price, Meredith advanced to the National Accounts team, supporting relationships with some of the industry’s largest broker-dealers, including J.P. Morgan, Morgan Stanley, and Merrill Lynch, as well as several regional firms. Her role emphasized building and maintaining home office relationships, coordinating due diligence and reporting, and delivering consistent, high-quality client communications. Meredith now brings this experience and client-first mindset to her work, with a focus on enhancing the client experience, strengthening long-term relationships, and supporting BostonPremier Wealth’s continued growth.

Meredith lives in Duxbury with her husband and two children. Outside of work, she enjoys spending time at the beach, cheering her kids on in local sports, and traveling.