Ed Meziere
Private Wealth Advisor at Strata Wealth Advisors, LLC
- Role
- Private Wealth Advisor at Strata Wealth Advisors, Llc
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Ed Meziere
Ed Meziere is a Wealth Advisor at Strata Wealth Advisors. He helps individuals and families navigate the confusion and complexity they face when managing their wealth. Ed applies the Strata Wealth 360 Planning Process to help clients fully explore, understand and develop their vision, values and goals. He then coordinates with their team of advisors to optimize their financial planning and eliminate any coordination gaps. For years, Ed has helped families transition wealth and closely-held businesses to subsequent generations while significantly reducing their estate and income tax burdens. For heirs, this has meant the difference between keeping the business and liquidating it to pay estate taxes. With a passion for macroeconomics and the global financial markets, Ed closely follows international market conditions and their impact on client investment portfolios. He leaverages this knowledge and insight to help position client investments for success. In addition to financial planning, Ed enjoys working with youth through 13 years of service to a private high school board and 15 years of coaching youth track and field. Ed is active in a number of professional organizations including the Texas Society of Certified Public Accountants (TSCPA) and the Dallas Estate Planning Council.
Experience
Private Wealth Advisor
Oct 2017 — Present · Dallas-Fort Worth, TX, US
I help affluent individuals, families, and private business owners fully explore their vision, values and goals, and then offer highly customized strategies to help ensure their financial security and protect them from risks. Specific strengths include comprehensive financial planning, investment management, and transfer of business ownership and wealth to subsequent generations.
Education
Trinity University
Master of Science (M.S.), Healthcare Administration
1983 — 1985
University of Oklahoma - Price College of Business
Bachelor of Business Administration (B.B.A.), Accounting
1980 — 1983
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