Carl Meyer Email & Phone Number

I coach motivated financial advisors to grow their practices. I believe that what financial advisors do is noble and good and I sincerely enjoy helping them do the important work they do to the best of their abilities. I also train and lead large group training sessions in Business Development and Business Management, two of the three cornerstones of a well run practice. In my thirty plus years in financial services, the most fun I have ever had was in coaching financial advisors. I am so thankful that this is my full time calling.

I was responsible for building the firm's presence in the DC Market

I managed Concord's distribution relationships-Attracted two dozen of the top insurance distributors in the US and generated over $ 1.5 billion in face value life insurance sales

New York, Ny, Us

* Led the number two-office complex in the US with over 170 financial advisors, 300 employees, $ 154 myn in total revenue and $17 byn in client assets during a time of great turmoil in the markets and in the industry*Selected by the President of Merrill Lynch Private Client as one of only twelve directors to his Advisory Council to Management

New York, Ny, Us

*Responsible for Merrill Lynch Private Client in the Northern Virginia market with over $ 11 byn in client assets and 150 employees*Grew the complex revenues form $ 30 myn to over $ 65 myn*Expanded from two to five locations and from 90 financial advisors to 130*Awarded top director honors (top 30 out of 180) four out of the six years eligible while in Northern Virginia

New York, Ny, Us

* Responsible for Merrill Lynch Private Client in the Metro Maryland market*Doubled the office revenue from $ 6 myn to $ 12 myn*Led office to be among the top 40 in the firm out of 180 in asset gathering

New York, Ny, Us

*Effectively led office during a turbulent time*Led the training, hiring and sales efforts for the entire complex*Led Lawrenceville to its first top 40 asset gathering victory in its history

New York, Ny, Us

*Top 20% or better performer every year*Recognition Club winner every year*Top 60 in all of Merrill Lynch (12,000 FA's) in 1987 for asset gathering

New York, Ny, Us

*Selected from among hundreds to be one of only 15 for this prestigious program*Worked in many assignments throughout the firm gaining an invaluable insight into Merrill Lynch and the industry

B.A., Economics

Bachelor Of Arts (B.A.), Economics