Hershel Meriwether Email & Phone Number

With 34 years of experience, my professional practice is devoted to advising professionals, business owners, and other individuals and families on their financial plans. I help clients implement appropriate and cost-effective investment and insurance programs designed to meet their unique goals and objectives and to provide financial security. Working with specialists and other advisors, I provide a broad portfolio of long-term asset growth strategies, risk management programs and financial products and services.I am a registered representative of and offer securities, investment advisory services through MML Investors Services, LLC., member SIPC (www.sipc.org). Supervisory Office: Capital Strategies, 317 Grace Lane, Suite 250, Austin, TX 78746-4831, (512) 346-6020. Insurance offered through Massachusetts Mutual Life Insurance Company and other fine companies.I am licensed to sell insurance in Texas, Colorado and Georgia and securities in: Texas, Arkansas, California, Colorado, Georgia, Louisiana, New Mexico, New York, Oklahoma, Pennsylvania, Virginia and Washington. I cannot communicate with, nor respond to, requests from people who reside in states where I am not licensed to conduct securities and/or insurance business.Specialties: Objective financial needs analysis, investment asset allocation strategies, retirement programs, estate preservation strategies and life, disability and long-term care insurance protection.

• 

  Financial Advisor

  Capital Strategies, Beyond Wealth

  Nov 1989 - Present - Austin, Texas Area

  Financial planning, analysis and innovative strategies, Investment and Insurance programs.