MLR

Team

We care for our people.

MaryBeth Meyer, CFP®

Wealth Management Advisor

Professional Experience

As an Investment Advisor Representative and Certified Financial Planner (CFP®) MaryBeth specializes in creating comprehensive financial plans tailored to meet the needs and goals of each individual client.  She has a passion and desire to create and navigate the expected and often unexpected events that shape your overall financial story.

MaryBeth has over 15 years of experience in the financial services industry, most recently working with a Registered Investment Advisor firm here in Central TX, where she advised and led a team to serve high net worth clients.  She began her career with Frost Bank in their Wealth Management Group while completing University of Texas Certified Financial Planning program.

Industry Focus

  • Wealth Management
  • Financial Planning
  • Tax Planning
  • Retirement Planning
  • Education Planning
  • Estate Planning

Education

  • University of Texas at Austin - Bachelor of Arts in Economics
  • University of Texas at Austin - Minor Business Foundations
  • University of Texas at Austin - Certified Financial Planning Certificate Program

Community

Current

  • Estate Planning Council of Central Texas, Board Member
  • CareBOX Program, Volunteer

Affiliations

  • Certified Financial Planner
  • Texas Life & Health Counselor (LHIC)
CONTACT US
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