Wealth Advisor
Jeffrey A. Meyer CFA®, CFP®

About this Advisor

Jeffrey Meyer CFA, CFP is a Wealth Advisor, serving the unique needs and challenges of managing wealth for  institutions as well as  individuals.  As a Wealth Advisor, Mr. Meyer assembles the appropriate team of professionals to provide a full range of wealth services as well as developing customized investment management and advisory solutions as part of an overall management strategy.
Recognizing that no two clients are alike, Jeff takes the time to listen and understand your particular needs, goals, and vision. He understands client concerns and objectives for creating and preserving wealth.  This understanding serves as the basis from which he works with clients to address every aspect of their wealth.  This approach is designed to help clients achieve near- and long- term goals, whether they are seeking fundamental investment management, need to ensure the orderly succession of ownership for a family business, are providing care for an aging family member, or are looking to establish a philanthropic legacy that makes a difference in your community.

When crafting an integrated wealth management plan, Mr. Meyer draws on his expertise in the following areas:

  • Retirement income planning
  • Estate planning
  • Investment Management
  • Business succession
  • Intergenerational wealth transfer
  • Asset Allocation
  • Risk Management
  • Philanthropy

It Starts with a Conversation

To learn how you can benefit from wealth management based on integrity and experience, please contact Jeffrey.

Jeffrey graduated from the University of South Dakota with a Bachelor of Science in Business Administration with an emphasis in Finance. He also earned a Master of Science Business Administration in Finance, with honors, from San Diego State University. Jeffrey is a Chartered Financial Analyst® charterholder and is a member of the Chartered Financial Analyst Institute. He also holds the designation of Certified Financial Planner™ practitioner.  He joined SeaCrest in 2008 and has over 14 years of service in the Financial Services Industry.

He is a member of the Rushmore Rotary and is active with Our Lady of Perpetual Help Cathedral Stewardship Committee and the Knights of Columbus. Jeffrey’s wife, Susan, is a Biotech Patent Attorney with the San Francisco based Law firm of Gordon and Rees. They have two children, Baxter and Sophia.