Bryon Meyer

About Bryon Meyer

Helping successful individuals achieve their financial goals is what I do best.I’ve enjoyed every aspect of my 23+ years\' experience in the financial services industry. I’m proud to have built a reputation as a trusted financial resource and customer advocate, serving clients with assets ranging from to more than $1 million in size. I like to do business the old fashioned way - with face-to-face meetings during which I can spend time getting to know you and learning your financial needs and objectives in depth. I’m then able to lay out a specific plan of action with detailed steps of how to achieve those financial goals. I truly enjoy helping to guide my clients in financial freedom and stability. I have extensive and multifaceted expertise within all aspects of investment management and retirement planning. I’m honored to have a long list of loyal customers who have trusted me to help manage their financial assets for many years. A few additional highlights of my career include: Diverse business knowledge includes hands-on experience as a business / franchise owner and manager as well as 23+ years as a financial advisor. Commended for ability to connect with clients and relate well with small to large business owners.I enjoy making new professional connections and business contacts. If you’d like to talk finance, investments or franchise ownership – please reach out to me to connect!(60••••••75 b••••••••@lpl.com Specialties:Client Relations, Portfolio Growth, Client Communication, Client Retention, Investment Advising, Personal & Business Finance, Retirement Planning

Experience

1. Wealth Management - Independent Financial Advisor

   Meyer Financial

   Jan 2013 — Present

Skills

• Disability Insurance
• Strategic Planning
• Life Insurance
• Finance
• Personal Representation
• Financial Markets
• Organizational Leadership
• Customer Retention
• Customer Service
• Portfolio Management
• Wealth Management
• Financial Advisory
• Investment Management
• Investment Advisory
• Long Term Care Insurance
• Investment Strategies
• Series 7
• Retirement Planning
• Financial Services
• Investments