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Senior Financial AdvisorMERRILL LYNCH BUILDING1190 W. MARION AVENUE
Suite 1PUNTA GORDA,
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Adrienne G. MeyerSenior Financial AdvisorPortfolio AdvisorWith three decades of financial services experience, Adrienne Meyer commits her time and energy as a Senior Financial Advisor to help ensure clients have the resources, education and strategies they need to achieve their life goals. She believes in-depth, hands-on guidance enables investors to embrace every stage of wealth. As such, she sees herself as a trusted “life advisor” — where she connects successful individuals, families and business owners with the breadth of strategies and specialists they need to uphold complete wealth management and pursue their dreams.Prior to joining Merrill Lynch, Adrienne gained experience as a Private Client Manager with U.S. Trust, Bank of America Private Wealth Management, and has served as a Financial Advisor for almost 30 years. Today, she applies her banking industry experience to efficiently address both sides of clients’ balance sheets: assets and liabilities, and she will collaborate with clients’ other professional advisors to provide synchronized support. From helping a corporation implement an effective 401(k) retirement plan with participant education to addressing a retiree’s income and legacy planning needs, Adrienne delivers timely service and sound guidance in every step of her Goals-Based Wealth Management approach.Adrienne holds her Series 7 and 66 FINRA registrations and Life & Health Insurance Licenses. She earned her B.A. in Economics with a concentration in Business from the University of Maryland, College Park. A Baltimore native and long-time Annapolis-area resident, Adrienne now resides Punta Gorda Isles, FL. She is a member of the Isles Yacht Club, Charlotte County Chamber of Commerce, Ambassador for the Annapolis & Anne Arundel Chamber of Commerce, Greater Severna Park & Arnold Chamber and active in her community. She enjoys spending time with family and friends, boating in Southwest Florida and the Chesapeake Bay, stand up paddle boarding, traveling, exploring gourmet food and wine, and pursuing health and fitness.
Adrienne Meyer is registered to do business in : DC, DE, FL, HI, MA, MD, NJ, PA, VA
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