Meredith Morse, CFP® Financial Advisor


Meredith originally hails from the Lone Star state. After graduating from the University of Texas with a degree in Marketing, she moved to Seattle and began her professional life in banking. Eventually an opportunity in Portland attracted her to non-profit work. She spent 12 years working for a Pacific NW non-profit focused on helping families access services supporting education, income and health needs. Meredith’s love of helping people coupled with her passion for personal finance led her to being a Financial Advisor at First Pacific. In addition to advising clients, she supports First Pacific’s community engagement goals and our B Corporation principles for social and environmental sustainability.

Outside of work, Meredith enjoys reading, recreational jogging, yoga, and hiking. Like a true Pacific Northwesterner, you may find her on the weekends camping with her husband and 2 children.