Hank Meyer Iii, Email and Phone Number

I’m responsible for driving business strategy, and ensuring its effective implementation, regulatory governance, as well as personal and resource management – all integral to shaping a distinctive offering for an important client base.

In progressive investment management roles for more than three decades, I’ve maintained a client-centric vision – levering extensive experience, and a desire to truly understand the financial planning needs of my clients, in order to deliver holistic solutions to preserve their wealth.A change agent, I’m continually creating opportunities to improve business, not afraid to step outside of my comfort zone. I’m a skilled listener, and inclusive leader and collaborator with highly skilled experts. Relying on individual strengths to achieve group success, I work toward a common goal – providing an exceptional wealth management offering.Aspirational yet pragmatic, I make thoughtful decisions in my customers’ best interests, and take appropriate risks when necessary. Ultimately, my success driver is simple – helping people fulfill fundamental needs, whether it’s a secure retirement or funding college tuition. What distinguishes, is this commitment to make a difference in people’s lives.As a financial advisor, I take the time to get to know and understand my clients. I listen to clients explain their goals and dreams. Then, following a disciplined financial planning approach, I develop a realistic plan and make recommendations designed around each client’s unique situation, and monitor the plan over time.

Provided disciplined, tailored solutions of wealth accumulation, wealth distribution, investment advisory and asset protection needs. Awarded Certified Retirement Counselor® designation. Received “Fast Start” award based on first year’s production. Recognized for largest percentage change in “revenue, year over year”. Provided market wide KYC training for bank partners including management.

Comprehensive wealth management services including planning, liquidity and risk management Awarded Financial Planning Specialist designation. Led transition team to change from traditional broker-dealer to bank investment program. Championed effort of accountability, cross-business collaboration and outstandingcustomer experience.

Primary role was to exercise stock options awards for bank’s senior leadership team. Responsibility was eventually expanded to include servicing entire customer base. Created system to collect and compile branch audits for impending regulatory review.

Managed Washington Mutual’s investment program that included more than 150 “retail banking centers” in the Chicago area. Responsible for insurance, series 6 and series 7 offer. Introduced “Licensed Personal Financial Representative” program to the Illinois business. Performed compulsory compliance review for entire Illinois market. Lead compliance and sales training across all Washington Mutual markets.

Managed LaSalle Bank’s investment offer in 40 retail branches in the Chicago area. Successfully introduced use of business planning tool. Led effort to upgrade investment offer to include comprehensive financial planning. Promoted to sales leader for the banks most profitable region.

Private Client Investment program in Citibank Financial centers in the Chicago area. Managed a team of more than 30 professionals. Role encompassed both sales and regulatory responsibility. Led market in revenue productivity. Hired and retained key producers by recruiting and maintaining valuable relationships with present and former talent. Was responsible for hiring 90% of our most successful and tenured professionals. Developed Illinois’ first million dollar producers. Developed and untapped Spanish and Mandarin language speaking market by identifying and training bilingual investment professionals and apprentices. Resulted in more than $1.5 million in incremental revenue.

Offered financial advisory services to bank customers. Assigned new branch with relatively small asset base. Successfully suffused the new “investment program” offer into the branch team and surrounding community. Sales efforts resulted in being ranked #1 revenue producer in the US for the program in 1991. Independently designed business planning tool for individual producers to address the lack of focus on the part of some peer team members. The business plan was eventually adopted into the entire Chicago market.

Solicited, developed and managed client investment accounts. Received "Executive Club" award during tenure for consistently exceeding production goals.

Diversified skills developed while auditing manufacturing and service organizations. Supervised and trained staff. Learned comprehensive process diagnostic discipline.