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.