With more than 30 years of experience in the financial services industry, I offer a wide range of services to my clients, from helping them select individual investments to developing a total financial plan. By having access to a broad array of company resources-including research analysts and economic and market experts-I can help my clients make informed investment decisions based on their specific needs.
I graduated from the University of Dayton with a Bachelor of Science degree in Business, and am a Certified Investment Management Analyst (CIMA). In addition, I was named as one of Barron's(R) Top 1,000 Advisors in 2009, 2010 and 2011. Outside of the office, I enjoy spending time with my wife, Suzanne, and our four children.
I graduated from the University of Dayton with a Bachelor of Science degree in Business, and am a Certified Investment Management Analyst (CIMA). In addition, I was named as one of Barron's(R) Top 1,000 Advisors in 2009, 2010 and 2011. Outside of the office, I enjoy spending time with my wife, Suzanne, and our four children.
Services
At Meyers Wealth Management, we want to partner with you to help understand and define your financial goals to improve your families' financial well-being. Together, we will provide the tools, resources and expertise to create a financial plan tailored to you. No matter the dollar level or size of the account, each of our clients receives the same quality of service.
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