Jeffrey Meyer, CFA, CFP, is a Wealth Advisor at SeaCrest Wealth Management, where they focus on understanding clients' unique financial needs and building long-term relationships. Previously, Jeffrey was a Financial Advisor at Morgan Stanley from 2002 to 2008, where they conducted investment reviews and offered comprehensive financial planning services. They earned a Master of Science in Business Administration with a focus on Finance from San Diego State University and a Bachelor of Science in Business Administration from The University of South Dakota. Known for their compelling presentation skills and leadership abilities, Jeffrey drives collaboration and revenue growth in the wealth management sector.
Location
Rapid City, United States
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