Patrick J. Burley





Pat Burley President

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 our 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 & 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 Affiilations



  • 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
  • Finance Committee Chairman, Music for All