Wealth Advisor

Jeffrey Meyer

CFA® – Chartered Financial Analyst® CFP ™ Certified Financial Planner™ 

605-415-4942

219 Founders Park Drive,
Suite 4
Rapid City, SD 57701

 

JMeyer@seacrestwm.com

 

Background & Experience

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 20 years of service in the Financial Services Industry.

How I Can Help You

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. 

For Full Disclosure of the CFA & CFP Designation, Click Here

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.

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