Meredith Chan

Senior Client Service Associate
Phone: 415-538-5752
meredith.chan@raymondjames.com

Meredith oversees all operational and administrative activities for our team. She works closely with clients to ensure their needs are met with care and efficiency. Her commitment to delivering exceptional service is evident in every interaction.

Before joining Golden Gate Wealth Management, Meredith began her career in the financial services industry at Charles Schwab & Co. With over 25 years of experience, she has held roles ranging from operations specialist to leadership positions. Throughout her career, she managed key areas including Payroll, Client Reporting, Portfolio Cost Basis, Unclaimed Property, and Compliance. Her extensive knowledge and dedication make her an invaluable resource for both our team and our clients.

Originally from Hong Kong, Meredith grew up in a large family in the San Francisco Bay Area and now resides in Castro Valley, where she values staying close to family and friends. She is happily married to her husband, John, and is a proud mom to two adult daughters, Olivia and Elizabeth. At home, she enjoys the company of her Chihuahua, Bella, and her grey tuxedo cat, Linty.

Outside of work, Meredith loves biking, camping, hiking, and exploring national parks. She has a passion for international travel, immersing herself in local cultures and cuisines. Gardening is one of her favorite pastimes and she often spends hours in her backyard. Her creative side shines through her hobbies, which include illustration and pattern design on digital media. Meredith also gives back to the community by volunteering throughout the year to support nature conservation efforts, school programs, and local events.