Tom Meyer began his financial services career in 1995 and is Vice-President of Benefit Planning Group.
He is a graduate of Loyola University, New Orleans and holds the Chartered Retirement Planning Counselor designation from The College of Financial Planning.He is securities registered through LPL Financial with a Series 6, 63 &and holds the Series 65 registrations through Strategic Financial Concepts. He is also an Investment Advisor Representative with Strategic Financial Concepts.
New Orleans City Business Magazine recognized Tom Meyer as a “2012 Money Maker” highlighting his work with pension education, individual financial strategies, and civic accomplishments. Tom was featured in New Orleans Magazine as a 2013, 2014 & 2015 Five Star Wealth Advisor*.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list 2013 - 2015 Five Star Wealth Managers
He has served for several civic, government, and education organizations including:
Jefferson Chamber of Commerce- Chairman ‘09 & The Jefferson Chamber Foundation
JEDCO Jefferson Edge Committee on Hospitals & Committee on Education
St. Tammany West Chamber of Commerce Governmental Affairs Committee Chairman
Past Board Member of Greater New Orleans Inc. ‘09.
Past Chairman Committee to Implement a Jefferson Parish Inspector General
To learn more about Tom Meyer, click here.
Licensed in the following states: Louisiana, Arizona