Rachel Meier

Rachel Meier, CFA, CFP®, Principal

Client Needs Research

Rachel Meier began her career with Edward Jones in 2001 and is responsible for helping develop the firm’s advice and guidance based on clients’ needs.

From 2009 to 2014, she led the Client Consultation Group, assisting high net worth clients with their financial needs. Before assuming those responsibilities, Meier served as a member of the Financial Assessment and Service team, helping launch and support the firm’s client needs tools and served as a portfolio manager with Edward Jones Trust Company.

Meier was named a limited partner with the firm in 2006 and a principal in 2016.

Meier is a member of Edward Jones’ Investment Policy Committee and of the CFA Institute. She presented as an expert in technology and retirement solutions at the Investment News 2008 Retirement Income Summit.
Prior to joining Edward Jones, Meier worked for Motorola and as a relationship manager in a regional bank’s private client group.

She received her bachelor’s degree in finance from Illinois State University.

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