Adrienne G. Meyer, CSNA
With over two decades of financial services experience, Adrienne Meyer commits her time and energy as a Financial Advisor to help ensure her clients have the resources, education and strategies they need to achieve their life goals. She believes comprehensive, hands-on guidance enables investors to embrace every stage of wealth. As such, she sees herself as her clients’ trusted “life advisor” — where she connects successful individuals, families and business owners with the breadth of strategies and specialists they need to uphold complete wealth management and pursue their dreams.
Prior to joining Merrill Lynch, Adrienne gained experience as a Private Client Manager with U.S. Trust, Bank of America Private Wealth Management, and has served as a Financial Advisor for over 20 years. Today, she applies her banking industry experience to efficiently address both sides of her clients’ balance sheets: assets and liabilities, and she will collaborate with her clients’ other professional advisors to provide synchronized support. From helping a corporation implement an effective 401(k) retirement plan with participant education to addressing a retiree’s income and legacy planning needs, Adrienne delivers timely service and sound guidance in every step.
Adrienne holds the Certified Special Needs Advisor (CSNA) professional designation, Series 7 and 66 registrations, and Life & Health Insurance Licenses. She earned her B.A. in Economics with a concentration in Business from the University of Maryland, College Park. A Baltimore native and long-time Annapolis-area resident, Adrienne currently lives in Crownsville. She is actively involved with the Annapolis & Anne Arundel County Chamber of Commerce and serves on the Events Planning Committee as a member of the Annapolis Business Association. Outside of the office, she enjoys spending time with family and friends, boating, traveling, exploring gourmet food and wine, and pursuing health and fitness.
Certified Special Needs Advisor (CSNA) designation is an internal Merrill Lynch self-study curriculum based on a variety of wealth management topics and a course exam.
To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com