Pat D. Moon, CFA

Pat D. Moon, CFA

Managing Principal

As CEO and Managing Principal, Pat is responsible for the strategic vision of our firm. He’s a member of the investment strategy team, advisor to wealth management clients and active in retirement plan consulting. A graduate of the University of Central Arkansas and Texas Christian University, he joined Meridian in 1997 and is a Chartered Financial Analyst charterholder.

Every day brings changes to the market, and Pat enjoys helping his clients navigate challenges and make good decisions. His goal is to serve as a listener, teacher, confidant and trusted guide.

Pat and his wife, Michelle, live in Conway, AR and enjoy playing the roles of Bear and Gigi to their four grandkids.

In their free time, Pat and Michelle enjoy spending time with family and traveling the world with their great group of friends