Explore your goals
You have priorities and we have the insights you need to keep them front and center.
It starts with you
For us, success is about helping you reach your goals, not a number.
See how we work
A real advantage
Industry-leading research and expert analysis are here to help you stay ahead.
Explore our insights
Get the right guidance for you
Connect with an advisor and start a conversation about your goals.
Contact a financial advisor
Not who you're looking for?
Get to know some of our other financial advisors.
Find another advisor
301 SOUTH 12 STREETLINCOLN,
Reg Senior Client Associate
Wealth Management Advisor
Senior Vice President-Wealth Management
Professional Profile:The Meyer Group was formed in 1990 to provide clients with access to sophisticated financial stratigies coupled with an exceptional service experience. The team works with high net-worth individuals, corporate executives, business owners and endowments, and utilizes an extensive wealth management process that is consistent and disciplined. Carol Meyer, CRPC®Senior Vice President – Wealth ManagementWealth Management Advisor Carol is the senior partner of The Meyer Group and is a Portfolio Manager, Personal Investment Advisory® Program and is a Wealth Management Advisor. While based in Dallas, she has consulted with clients around the U.S. for the last twenty years. Under Carol’s leadership, her team develops strategic and tactical investment planning solutions. Each solution is tailored to each client and family, helping them to pursue their financial goals.Carol joined Merrill Lynch in 1981 after she earned her BBA degree in Economics and Finance at the University of Nebraska, and did postgraduate work at The Wharton School of Business. Carol is a former member of the Diversity and Inclusion Council, and has been a frequent and sought-after spokesperson. She has received national recognition for her work and dedication in this area. Carol’s charitable and professional affiliations include: Founding Member of The Dallas Women’s Foundation, Executive Women of Dallas, Women’s Business Council, Ronald McDonald House, Genesis House, Trustee of the Dallas Theater Center and she is a graduate of Leadership, Dallas and Leadership Texas
Julie Hash, CRPC®Vice PresidentWealth Management AdvisorJulie Hash adheres to a disciplined process that is designed to deliver a consistent yet customized wealth management experience. Before any financial options are recommended, she considers all aspects of a client’s life, taking the time to fully understand a client’s history and personal and professional growth and goals. With this intimate knowledge about what each client values most. Julie is able to help them establish realistic objectives, develop appropriate strategies and recommend solutions based upon the clients risk tolerance, time horizon, liquidity needs and overall investment goals that integrate their financial picture. Julie conducts regular reviews with clients to help monitor progress and keep client strategies consistent with any changes that may occur in their lives and businesses.Julie has been in the financial services industry for over 30 years, joining Merrill Lynch in 1992. Julie is a Portfolio Manager, Personal Investment Advisory® Program and is a Wealth Management Advisor. Julie’s concentration of study at the University of Nebraska was Statistics and Business Finance. Julie has been an active member of the Women’s Finance Exchange and has been involved with the Women’s Business Council Southwest. She currently serves on the Merrill Lynch National Diversity & Inclusion Council sub-committee. Julie is passionate about financial literacy, especially for women and youth, and enjoys spending time with her husband and grandchildren whenever possible.Carol and Julie are members of Merrill Lynch's National LGBT Financial Advisor Team. The members of this team are acutely aware of the specialized needs of the diverse LGBT community. Carol and Julie are very involved with both Local and National Organizations that support the LGBT community including Lambda Legal, Resource Center Dallas, Gay and Lesbian Fund of Dallas, Human Rights Campaign, Youth First Texas and The National Center for Lesbian Rights. Carol is currently a member of Lambda Legal's Leadership Council and is a former member of the Merrill Lynch Global Wealth & Investment Management Diversity & Inclusion Council.Wealth Management Banking You may also benefit from the experience of a Wealth Management Banker from Bank of America, N.A. who can provide strategic and personalized banking guidance focused on your needs. Working together, your Financial Advisor team and Wealth Management Banker can draw upon an expansive array of cash management, credit and other lending solutions designed to fit into your overall financial strategy and help you pursue your financial objectives. Jennifer Wall Campbell, Vice President, Wealth Management Banker, supports your Financial Advisor team. Jennifer has been in the banking industry since 1995 and joined Bank of America in 2003.
Julie Hash is registered to do business in:AR, AZ, CA, CO, CT, DE, FL, GA, IA, IL, KS, KY, MA, MD, ME, MI, MN, MO, NC, NE, NJ, NM, NY, OH, OK, OR, PA, SC, TX, VA, VT, WA, WI
Carol Meyer is registered to do business in:AR, AZ, CA, CO, CT, FL, GA, IL, LA, MA, MD, MT, NC, NE, NJ, NM, NY, OH, OK, PA, SC, TX, VA, VT, WA
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investment products, insurance and annuity products:
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Trust and fiduciary services are provided by Merrill Lynch Trust Company, a division of Bank of America, N.A. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
MLPF&S and Merrill Lynch Trust Company make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest, including BofA® Global Capital Management.
Banking products are provided by Bank of America, N.A., and affiliated banks, members FDIC and wholly owned subsidiaries of BofA Corp.
Bank of America, N.A., and Merrill Lynch Life Agency Inc. are wholly owned subsidiaries of Bank of America Corporation.