Senior Vice President
Boca Raton, FL
561-620-2122 | 800-447-1201
Specialty: Portfolio Management
35 years of industry experience; 1 year with HJ Sims
FINRA Licenses: Series 3, 7, 15, 63 and 65
“Planning is not a single event—it is a process. As your life circumstances change, so must your investment strategies. I am here to help my clients stay on course towards meeting their objectives.”
With 35 years’ of experience in financial services, Meyer and his team are dedicated to helping individuals, families and institutions maintain, build and pass on their wealth. Meyer works with his clients to design custom wealth planning strategies targeted to specific needs and goals to help clients grow, preserve and maintain wealth now and for generations to come.
Helping to ensure your wealth continues to work in support of the goals you have established takes careful planning and monitoring. By monitoring and reviewing on a timely basis, Meyer and his team make adjustments to fit changes in your life plan, if and when they arise.
Meyer has a Bachelor’s of Science Degree in Quantitative Analysis from the University of New Haven and the Navel Science Institute at Yale University. After graduation, he spent the next seven years as an Officer and Pilot in the U.S. Navy. Meyer began his financial career at Merrill Lynch. In 1982, Meyer moved to Smith Barney where he spent the next 26 years. Meyer moved his practice to Wells Fargo (formerly Wachovia Securities) and relocated from the Connecticut to Naples, Florida. In 2012, he joined Westport Resources Investment Services. In 2016, Meyer relocated to the Boca Raton area and joined HJ Sims.