Meshan A. Smith, MBA
Private Client Coordinator
Meshan joined Henderson Financial Group, Inc. in December 2020 to provide assistance to the firm’s lead advisor who delivers our personalized "Curated Wealth Management Experience" to his clients. As the Private Client Coordinator, she works under the direction of the lead advisor, and assists by providing excellent client service and support. She has an innate passion for wanting others to pursue their economic and family legacy goals, no matter how big or small. Meshan is responsible for an important and integral duty; ensuring the lead advisor has all the tools needed to perform the work in constructing a financial analysis.
Meshan previously worked in the Private Client division of a diversified bank holding company for over 12 years. She managed the relationships between retail bank clients and the various departments of the Private Client group of the bank. She has experience in credit accounts, investment accounts, mortgages, personal loans, business banking, money markets and securities backed lines of credit. Prior to her Private Client banking experience, Meshan was a retail bank branch manager, and in pharmaceuticals sales.
She is a native of Middle Tennessee and was a top academic performer in high school, graduating as Valedictorian. Recognized for her high achievement and intellect, Meshan received a distinguished award from the United States Senate. She attended Middle Tennessee State University where she earned a BA in Finance. Continuing her education, she received an MBA in Finance from The University of Phoenix. She is a long-standing member of Alpha Kappa Alpha Sorority, Inc and the local NAACP chapter.
Meshan and her husband Corey live in Williamson County with their daughter Kailey. In their spare time, they enjoy; traveling, reading, exercising, golfing, and attending Kailey’s cheer competitions.