Bruce Meyer
Partner, Senior Managing Director at Beacon Pointe Advisors
- Role
- Partner, Senior Managing Director at Beacon Pointe
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
About Bruce Meyer
How is your IRA invested? Are your investments as tax efficient as possible? Have you…
Experience
Partner, Senior Managing Director
Mar 2011 — Present · Scottsdale, AZ, US
Beacon Pointe is a registered investment advisory firm that takes a comprehensive approach to helping institutions, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full service financial planning and research driven investments. Through our allWEALTH® approach, we partner with our clients to help them make the most informed decisions possible on any issues related to their wealth and help clients align their wealth to what matters most.
Education
University of Miami
LL.M. Taxation Classwork completed in 1987
Lake Forest College
Bachelor's Degree
Illinois Institute of Technology
Juris Doctor (J.D.)
1984 — 1986
Skills
- Investment Strategies
- Asset Allocation
- Wealth Management
- Employee Benefits
- Retirement Planning
- Wealth
- Series 7
- Financial Advisory
- Investment Advisory
- Series 63
- Estate Planning
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