Senior Financial Advisor - Managing Director - Investments
CurrentOur mission is to provide sound investment advice and the highest level of personal service to help our clients achieve their investment and personal goals. In a time when investment transactions have become commoditized and the amount of financial information is overwhelming, we believe it is more important than ever to seek sound financial advice. Our group can offer the guidance you need to make intelligent investment choices. No matter what the market is doing, the Cooper/Meyer Wealth Management Group of Wells Fargo Advisors can help you invest wisely at a risk level that's comfortable for you.Our clients are our friends and neighbors -- people we see at the theater, the baseball stadium or on the golf course. Since starting our group, these relationships have formed the core of our financial practice. We work hard to serve our clients' personal and financial needs -- whether they need financial advice, help gaining access to lending services (offered through Wells Fargo affiliates), referrals to other professional advisors, etc. We are here to help. We want to help our clients succeed financially.Our approach is personalized because your needs are unique.
