Accredited Investors Wealth Management®
Jill Meixner has extensive experience in administrative and operations roles spanning several decades, with a current position as Property and Records Coordinator at Accredited Investors Wealth Management® since August 2011. Jill's professional history includes roles as an Operations Clerk and Scanning Technician at the same company, as well as a significant tenure at UPS as an International ODC Clerk, where responsibilities included data entry and compliance with Customs requirements. Additional experience encompasses customer service at Great Harvest Bread Co. and various legal secretary positions in multiple law firms, highlighting skills in document preparation, client interaction, and office management. Jill possesses a background in marketing and administrative support, complemented by education from the Minnesota School of Business.
Accredited Investors Wealth Management®
Accredited Investors Wealth Management® provides an invaluable service by pairing the breadth and depth of our collective financial planning expertise with a thorough knowledge of our clients’ lives. Our services are best suited for those in the Twin Cities and connected communities around the country who value our team approach and willingness to engage in deep relationships. Our team is comprised of professionals with wide-ranging backgrounds in accounting, law, investment research, banking, and philanthropy, all working together to craft personalized strategies for each client family. We have a profoundly collaborative culture valuing the collective “we over me” team mindset with a group of multigenerational owners serving multigenerational client families. We created the widely acclaimed Wealth Management Index™, which guides meaningful conversations about money and values, leading to personalized and proactive planning strategies. Going through this process together empowers our clients to spend their lives wisely. Founded in 1987, Accredited Investors Wealth Management® manages approximately $3 billion of investment assets as of 12/31/2022. Spend Your Life Wisely™ For important information and disclosures, please visit: accredited.com/disclosures