Beth Meier, CPA
St. Louis, MO
Beth Meier has been helping clients navigate the complexities of investing since 1991. Before entering the investment industry, she worked at Price Waterhouse (now PricewaterhouseCoopers), where she earned her Certified Public Accountant (CPA) designation. She graduated cum laude from the University of Notre Dame in 1988 with a Bachelor of Business Administration in Accounting.
With over 34 years of experience in the financial industry, Beth has earned numerous accolades and remains actively engaged in industry events. She stays current with evolving investment products and strategies through continuous research and professional development, ensuring her clients benefit from the latest financial insights. As a CPA, she integrates tax strategies into financial planning, helping clients make informed decisions with a clear understanding of tax implications. Her extensive investment expertise allows her to analyze and tailor portfolios to help clients achieve long-term financial success and peace of mind.
Outside of work, Beth enjoys reading, traveling, and spending time with her husband, Scott, their three grown children, and their dachshund, Penny.