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Perfil
Mr. William L.
Meyer is a President & Co-Founder at Cutter & Co. Brokerage, Inc., a President & Co-Founder at Cutter & Co. Brokerage, Inc. and a Member at Million Dollar Round Table Foundation.
He is a full-time producing manager working with retail clients and small business owners.
He also focuses his efforts on recruiting, and helping to guide the direction and growth of the firm.
He is a resource to the firm’s advisors to guide them when involved in a specific client situation where they need help, as well as complex estate planning or employee benefit issues.
He has been in the insurance industry since 1977 and the securities industry since 1984.
Mr. Meyer is a 1978 graduate from Maryville College, he earned his Chartered Life Underwriter and Chartered Financial Consultant degrees from The American College of Bryn Mawr Pennsylvania in 1983.
In January, 2013, he obtained the Accredited Investment Fiduciary designation authorized by the Center for Fiduciary Studies.
Cargos activos de Bill Meyer
| Empresas | Cargo | Inicio |
|---|---|---|
Cutter & Co. Brokerage, Inc.
 Cutter & Co. Brokerage, Inc. Investment Banks/BrokersFinance Provides brokerage services | Fundador | 01/01/1988 |
Million Dollar Round Table Foundation | Corporate Officer/Principal | - |
Cutter & Co. Brokerage, Inc. (Investment Management)
 Cutter & Co. Brokerage, Inc. (Investment Management) Investment ManagersFinance C&C-IM focuses on asset allocation and diversification to manage portfolios of equity investments including domestic and international stocks and stock mutual funds, fixed-income securities such as corporate, government, or municipal bonds and other investments including CDs and money markets. The C&C Advisory Program provides access to a wide variety of investment strategies and styles. Individual, customized asset management, asset allocation and model portfolios are available. | Fundador | 01/01/1988 |
Formación de Bill Meyer.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
18
Relaciones de 1er grado
4
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 4 |
|---|---|
Cutter & Co. Brokerage, Inc.
Cutter & Co. Brokerage, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Maryville College
 Maryville College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Million Dollar Round Table Foundation | |
Cutter & Co. Brokerage, Inc. (Investment Management)
Cutter & Co. Brokerage, Inc. (Investment Management) Investment ManagersFinance C&C-IM focuses on asset allocation and diversification to manage portfolios of equity investments including domestic and international stocks and stock mutual funds, fixed-income securities such as corporate, government, or municipal bonds and other investments including CDs and money markets. The C&C Advisory Program provides access to a wide variety of investment strategies and styles. Individual, customized asset management, asset allocation and model portfolios are available. | Finance |
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