Bill Meyer

Bill Meyer has extensive experience in the financial services industry, beginning in 1997 with Charles Schwab. Bill held Senior Marketing, Product and Strategy Roles, leading and implementing large scale initiatives and web-based offerings to facilitate personalized service, financial planning and wealth management. In 2003, Bill joined Advisor Software, Inc. as a Product Management & Marketing Director, where they were responsible for the strategy and development of enterprise software solutions that enable delivery of investment advice and planning for financial institutions and advisors. In 2005, Bill moved to H&R Block Financial Advisors as the Client Experience Lead, where they had oversight and responsibility of marketing, product, advice, and call center organizations. In 2008, Bill founded Retiree Inc., a technology and advisory firm focused on providing services to Baby Boomers and in-retirement households. Finally, in 2010, Bill became the CEO of Social Security Solutions, Inc., where they provide technology and advice services to help retirees maximize their Social Security retirement benefits.

Bill Meyer received their MBA from UCLA Anderson School of Management and was a former trustee of The Wharton School, where they were involved with the Securities Industry Institute, SIFMA.