THE MEYER GROUP
At the core of our practice is a commitment to delivering tailored, comprehensive wealth management to high-net-worth individuals, families, and entrepreneurs. Led by Senior Vice President and Private Wealth Manager Andrew Meyer, and supported by Registered Private Wealth Associate Leah Green, the Meyer Group offers a unique blend of institutional experience, white-glove service, and personalized relationship management to help our clients build long-lasting legacies.
Andrew brings nearly two decades of experience advising multigenerational families on investment management, estate planning, business succession, and private banking solutions. His credentials—including CFP®, ChFC®, and CLU®— reflect his "lifetime learner" attitude and his dedication to bringing care, depth, and expertise to every client relationship.
Leah gained portfolio planning experience early in her career with the Merrill Advisor Development Program and has been growing in her Private Wealth Associate role over the past three years. Outgoing and highly engaged, she is passionate about making wealth management and financial literacy more accessible to our clients - especially the next generation. She strives to provide detail-oriented service, energized insight, and a personal touch to everything she does.
Together, we're committed to delivering high-touch, personalized service, seamless execution behind the scenes, and access to the full capabilities of Merrill and Bank of America - all of which remain grounded in trust and lasting relationships.
OUR APPROACH
We work with a select group of clients to provide a highly personalized wealth management experience built on thoughtful planning and collaboration. We begin by understanding what matters most to you—from your business to your family and the legacy you hope to build.
OUR VALUE
Leveraging Andrew's deep experience advising ultra-high-net-worth families and Leah's commitment to a thoughtful and seamless client service experience, we develop tailored strategies to address complex financial goals while adapting to life's inevitable changes.
OUR BELIEF
We believe that sustained success is built through relationships, not transactions. That's why we work closely with specialists across Merrill and Bank of America to offer access to a full suite of services—including estate planning strategies, Alternative Investments, customized lending, and philanthropic planning—delivered with the personalized attention of a boutique practice.
OUR GOAL
Our goal is to bring clarity to complexity, helping clients and their families make confident, informed decisions today and for generations to come.
ChFC®, CFP®, CLU®
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
