CRPC®, Vice President, Benefit Planning Group
Tom Meyer began his financial services career in 1995 and is Vice-President of Benefit Planning Group Insurance & Wealth Management; offices in Metairie, Louisiana and Nashville, Tennessee.
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, 7 & and holds the Series 65 registrations through Strategic Financial Concepts. He is also an Investment Advisor Representative and an Advisory Board member with Strategic Financial Concepts.
Tom is committed to delivering comprehensive financial and wealth strategies and protection that meet the unique needs, concerns, and goals of each client to help them achieve their financial objectives and secure their future.
New Orleans City Business Magazine recognized Tom Meyer as a “Money Maker” highlighting his work with pension education, individual financial strategies, and civic accomplishments.
He has served with several civic, government, and education organizations, including:
Investment advice offered through Strategic Financial Concepts, LLC, a registered investment advisor. View our Client Relationship Summary and Form ADV Part 2A.