Tom Meyer, CRPC®

Tom Meyer, CRPC®

Vice President

Phone: 504-833-3434
Fax: 504-833-3435
E-mail:
 

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