George Meyer began his investment career in 1995 in partnership with Eric Park. He focuses on client services and education of investment concepts such as risk, asset allocation and retirement plans.
George is a co-founder and serves as the branch manager. He is committed to lifelong learning and personal development. In addition to a Series 7 Securities License and a Series 24 Principal Designation with LPL Financial, he also holds a life insurance license. George earned an associate degree from East Central College.
George is a 2009 St. Louis Magazine “Five Star Wealth Manager”4 and was The Missourian’s “Favorite Investment Broker”5 in the 2014 and 2015 reader’s choice poll.
George was born and raised in Washington, Mo and along with his wife, Dana, is a member of St. Francis Borgia Parish. They have three sons, all of whom have earned the rank of Eagle Scout. He devotes his time as a scout leader and is involved with youth programs. George was elected to the Washington Area Chamber of Commerce Board of Directors in 2012 and is a member of the finance committee. He also served on the Washington Town & Country Fair Board of Directors for 10 years and was chairman of the 2005 fair.
1 Based on superior performance in money management, client service, business building and acknowledged peer recognition and respect.
2 Candidates must have amassed a minimum 15 years of service as an investment professional, they must demonstrate superior production and client service, and must be recognized by their peers and the broader community for the honor they bring to their profession.
3 To be considered for the list, advisors were asked to complete an online survey regarding the metrics of their practice. The submissions were tabulated and grouped by geographic regions. Quantitative criteria, including multi-year growth of average assets per client, were used to benchmark advisors in categories including location, assets under management, and niche client focus such as professions, language and average client net-worth.
4 The 2012 award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Prior to 2012, award was based on client satisfaction. Respondents evaluated criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on average of all respondents and may not be representative of any one client’s experience.
5 Winners based solely on the number of votes, and anyone may vote.