Carrie L. Meyer

Services Offered

• Holistic financial planning
• Investment strategy design
• Insurance strategies

About

Carrie L. Meyer is a financial consultant based in St. Louis, Missouri, affiliated with Oppenheimer. She specializes in holistic financial planning and investment strategy design tailored to each client's unique goals and risk tolerance. Carrie employs an in-depth discovery process to understand her clients' specific situations and time horizons. Her practice focuses on serving high net worth individuals, families, corporate executives, and businesses, helping them grow and protect their assets while addressing complex financial issues.

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