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6751 OLD JACKSONVILLE HWYTYLER,
Wealth Management Advisor
Senior Vice President-Wealth Management
Senior Financial Advisor
Assistant Vice President
Reg Senior Client Associate
Reg Senior Client Assoc
MEADS WEALTH MANAGEMENT GROUPWith more than 130 years of combined financial advisory and executive management experience, The Meads Wealth Management Group focuses on blending our vast wealth management and business backgrounds to provide a distinctive and holistic approach to our client’s investment strategy. Our team oversees more than $629 million in assets as of January, 2015 for high net-worth individuals, professionals, executives and their families and businesses, along with charitable organizations, entrepreneurs, family trusts & partnerships, and pension plans. Utilizing a team approach, we give clients access to personal and specialized financial advisory services by our team members based on the unique needs of the client as they currently exist, develop and/or change. Additionally, we have access to Family Office Services for clients when the need exists or is desired. Our wealth advisers are ready to help you navigate through the considerations and issues necessary to determine your unique personal, family and business financial goals and offer effective approaches to help you set forth strategies and plan towards achieving them. Combining our varied years of wealth management and business experience with Merrill Lynch’s extensive financial platform, global resources, state-of-the-art technology, and access to industry-wide research & portfolio managers, we can offer effective strategies to any individual, family or business. Additionally, all members of our team, including Client Associates, hold Finra Series 7 and Series 66 registrations. TEAM MEMBERSBYRON A. MEADS, CFP®, CRPC® Senior Vice President-Wealth ManagementWealth Management AdvisorPortfolio MangerByron joined Merrill Lynch in 1979. His focus is on serving the financial needs of high net-worth individuals, executives, foundations, and pension plans. Utilizing a consultative approach, Byron will work to structure a tailored strategic plan through asset allocation, risk management, and diversification.
Byron has participated in the Aresty Institute of Executive Management at the Wharton School of Business. Byron is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. He has also earned the Chartered Retirement Planning CounselorSM designation and is a Certified Financial PlannerTM certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.Byron holds a Bachelor’s Degree in Psychology and a Masters of Business Administration from East Texas State University. He earned a Certificate of Financial Planning from Merrimack College, Andover, MA. His current and past civic and philanthropic affiliations include Boy Scouts of America, American Red Cross, Florida Philharmonic Orchestra, Boca Raton Center for the Arts, East Texas Estate Planning Council, and Tyler Friends of the Poor.Assett Allocation does not ensure a profit or protect against loss in declining markets.Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.TIMOTHY C. MEADSSenior Vice President–Wealth ManagementWealth Management AdvisorTimothy joined Merrill Lynch in 1987. He focuses on strategic investment planning, asset allocation and risk management for affluent investors that includes the ultra high net worth segment. Timothy also works with professional athletes with the National Football League and Major League Baseball. Clients benefit from our use of a consultative approach, along with the development and implementation of personalized long term plans. Timothy graduated with a degree in Finance from East Texas State University. He serves on the Executive Board of Directors for the Texas A & M Commerce University Foundation, Executive Board of Directors for the East Texas Council of the Boy Scouts of America, as well as a member of the Board of Directors for the Tyler Catholic School Foundation. ANDREW K. MEADSSales ManagerAndrew earned a Bachelor of Arts in Communication from Baylor University. He joined Merrill Lynch in 2009. Andrew’s emphasis is on business development and client relations. He is an Eagle Scout, and has volunteered as an Assistant Scoutmaster. Andrew is also a member of Leadership Tyler Class 24 and is on the board of CASA for Kids of East Texas.LEESA HEDGEFinancial AdvisorLeesa Hedge joined Merrill Lynch in 2008, bringing 20 years of experience in the financial services industry. She is a 1981 graduate of Texas Tech University with a BBA degree in Accounting and Finance with an emphasis in investments. She began her career as a CPA specializing in personal and trust taxation, although she does not provide tax advice in her role at Merrill Lynch. Prior to joining Merrill Lynch, she served as senior trust officer at a large regional bank. Her familiarity with helping clients focus on estate planning and trust administration issues provides additional value to clients when working with their attorneys and accountants. She is active in the Tyler community, currently serving on the Board of Directors of the East Texas Medical Center Foundation and the East Texas Food Bank Foundation Board. TRAVIS CHICKFinancial AdvisorTravis began working at Merrill Lynch in June of 2014 as a Financial Advisor. Travis graduated from the University of Texas at Tyler in 3 years with a Bachelors in Management, with a minor in Finance. Travis coached at both high school and college levels, winning State and National championships at each. Travis has been very active in the Tyler community and East Texas through several volunteer efforts including: Baseball camps, East Texas Food Bank, Texas Fire Fighter Challenge, Children's Advocacy Center of Smith County, and Habitat for Humanity. Travis is an active member of the Tyler Museum of Art as well as assisting with various baseball tournaments in the area. MARA L. GAYRegistered Senior Client AssociateMara began working with Merrill Lynch in 1994. As a Registered Senior Client Associate, Mara’s primary responsibilities are focused on investment plan implementation, trading and client reporting. Mara received her B.B.A. in Finance from the University of Texas at Tyler.WHITNEY B. WOODFORDRegistered Senior Client AssociateWhitney has been in the financial industry since 1994 and joined Merrill Lynch in 2011. As a Registered Senior Client Associate, Whitney is responsible for the administration and maintenance of client accounts, securities based lending and insurance related products. She attended the University of Louisville where she received her Bachelor of Science Degree in Mathematics.SANDRA L. VALDEZRegistered Senior Client AssociateSandy joined Merrill Lynch in May, 2014 She has 25 years of industry experience with Morgan Stanley. She brings her extensive knowledge of Risk and Compliance to the team and offers the highest level of client service by maintaining a deep understanding of the client’s needs.
Andrew Meads is registered to do business in : AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Byron A. Meads is registered to do business in : AR, AZ, CA, CO, FL, GA, IA, IL, KY, LA, MA, MI, MT, NC, OK, OR, PA, RI, SC, TX, VA
Timothy C. Meads is registered to do business in : AR, AZ, CA, CO, FL, GA, IA, IL, KY, LA, MA, MI, MT, NC, OK, OR, PA, RI, SC, TX, VA
Leesa Hedge is registered to do business in : AR, AZ, CA, CO, FL, GA, IA, IL, KY, LA, MA, MI, MT, NC, NE, OK, OR, PA, RI, SC, TX, VA
Travis Chick is registered to do business in : RI, TX
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