Patrick J. Burley — President/CEO

Building on more than thirty years experience in the financial service industry, I established Meridian Investment Advisors, Inc. on the simple premise of helping people achieve greater financial security.

Pat’s Focus

Achieving standards of excellence for all client services.  Leading each Meridian Investment Advisors, Inc. client to dream, believe and accomplish the best possible financial position for the future.

 

I believe that planning is the key to long-term financial success.  Every strategy we develop at Meridian Investment Advisors, Inc. is custom-built, based on our conversations and interactions with out clients.  You see, good planning is the result of good relationships.  We will serve you with excellence because we plan to be your partner in achieving all your financial objectives—for a long time.

Experience and Education

 

1994 - Present        Meridian Investment Advisors, Inc.    

                              President/CEO

                              Director

 

1993 - 1994            Citicorp Investment Services

                              Registered Representative

 

1991 - 1993            Dean Witter Reynolds

                              Registered Representative

 

1984 - 1991            Burley-Shay Investments/FSC Securities

                              President

 

University of Illinois

 

 

Professional Designations and Affiliations

 

NASD General Securities Principal

 

Full Registration/General Securities Representative

 

Registered Options Principal

 

Uniform Securities Agent

 

Series 65 Uniform Investment Advisor

 

National Association of Securities Dealers - Arbitrator

 

Licensed Insurance Representative, Indiana

 

Treasurer, Brooke’s Place