Independent Financial Advisor | Senior Institutional Consultant@ Raymond James
Grosse Pointe, Michigan, United States
Betsy Meagher
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Grosse Pointe South High School
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FlashIntel GPTBetsy Meagher is an industry professional with 31.8 years of experience in investments, retirement, finance, asset allocation, and retirement planning. Based in Grosse Pointe, Michigan, she serves employer-sponsored retirement plan decision makers with a focus on providing prudent consulting services and investment education to the corporate and non-profit sectors. Betsy has worked at Raymond James, Wells Fargo Advisors, and Hantz Financial, gaining expertise in financial services and consulting. She is dedicated to meeting fiduciary obligations and providing 401(k) and retirement plan consulting services to the corporate and non-profit sectors.
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About
Industry professional that serves employer-sponsored retirement plan decision makers with the delivery of prudent consulting services and investment education that assists them in meeting their fiduciary obligations. Offering 401(k) & retirement plan consulting services to the corporate and non-profit sectors. This information is intended for use only by residents of FL, IL, KY, MI. "Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm."
...See MoreWork Experience
Independent Financial Advisor | Senior Institutional Consultant
Financial Services
Betsy Meagher's Professional Milestones
- Vice President Of Retirement Services (1998-01-01~2007-05-01): Established strategic partnerships to expand retirement programs and foster employee engagement.
- Independent Financial Advisor | Senior Institutional Consultant (2018-01-01~): Provided expert financial guidance, implementing strategies to optimize client's business operations and enhance overall financial performance.
Education
Skill
Investments
Retirement
Finance
Asset Allocation
Retirement Planning
Employee Benefits
Management
Financial Advisory
Strategic Planning
Investment Planning
Certification
Colleagues
Chris Frampton, CFP®
business owner at frampton financial services corp - an independent office of raymond james financial services
Everett Price
Owner
Brett Sanner
sanner financial services owner securities offered through raymond james financial services inc member finra sipc
David Weimer
Owner, Weimer Wealth Management | Financial Advisor, RJFS
Lance Lowery
Owner
Other Named Betsy Meagher
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We found 2 Betsy Meagher's email addresses
We found 2 Betsy Meagher's phone numbers
Betsy Meagher's social media include: Linkedin,
Betsy Meagher works for Raymond James
Betsy Meagher's role in Raymond James is Independent Financial Advisor | Senior Institutional Consultant
Betsy Meagher works in the industry of Financial Services
Betsy Meagher's colleagues are Chris Frampton, CFP®,Everett Price,Brett Sanner
Betsy Meagher's latest job experience is Independent Financial Advisor | Senior Institutional Consultant at Raymond James
Betsy Meagher's latest education in Grosse Pointe South High School
