Bill Meerman
Financial Advisor to Businesses | Retirement Plan Consultant | ERISA Specialist | Institutional Consulting | Fiduciary Auditor | Investment Advisor | Strategic Partner | Board Governor
- Role
- Institutional Investment Consultant at Highland Consulting Associates, Inc.
- Location
- Columbus, OH, US
- LinkedIn followers
- 500 followers
About Bill Meerman
For more than 35 years, I’ve had the privilege of serving businesses, qualified plans…
Experience
Institutional Investment Consultant
Highland Consulting Associates, Inc.
Jul 2025 — Present · Columbus, OH, US
As a primary point of contact for institutional clients, I lead the delivery and coordination of all aspects of assigned client relationships at Highland. • My focus is on defined contribution plans, while also supporting clients with defined benefit plans, endowments and foundations, and corporate assets. • I collaborate with plan sponsors and stakeholders to provide fiduciary guidance, investment oversight, and strategic plan consulting. • In addition to client service, I contribute to Highland’s business development efforts to grow and deepen relationships across our institutional client base.
Education
Youngstown State University
Bachelor of Science in Business Administration
Xavier University - Williams College of Business
Executive Master of Business Administration - EMBA
The Ohio State University
Undergraduate Coursework (Transferred)
Skills
- Retirement Planning
- Retirement
- Mutual Funds
- 401k
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.