Meredith Bruce
Chapter President
Meredith Bruce currently holds the position of Managing Partner for Back 9 Planning LLC. Back 9 Planning focuses on using insurance products to assist clients in creating retirement strategies that are tax efficient and give the clients piece of mind that their futures are safe and secure. It wasn’t long after opening her practice that she realized there was a serious need for financial education, with an emphasis on social security and retirement strategies. Most people don’t realize how the two need to work in harmony in order to maximize cash flow during retirement.
Meredith’s business philosophy is to approach each client as a unique individual to satisfy their financial needs. Meredith approaches each case with passion, integrity and honesty. Customer service is one of Meredith’s greatest attributes and she takes great pride in doing so. In 2015, Meredith launched her career in the financial industry and quickly became drawn to the idea of improving others’ lives. She wanted a career focused on meaningful relationships and dedication to others. Meredith has progressed from the insurance and annuity sector into becoming a Senior Tax Strategist.
Meredith’s client base stretches across Georgia, Texas, Florida and Alabama. Her core area of service is the Atlanta area. She holds Life licenses in several states.
Meredith is happily married to her husband of 33+ years, Scott, and together they have two grown children and two beautiful grandchildren. When Meredith is away from the office, she can be found spending time with her family and on the golf course.
