As an Edward Jones financial advisor, I cherish the relationships we build with our clients and their families. Whether we are helping to plan for a dignified retirement, putting children or grandchildren through college, utilizing creative and customized estate strategies or saving to accomplish life's dreams, finding out what matters most to our clients is paramount.
Having grown up in the neighboring beach community, Long Beach, I understand the values and needs of this unique community. Outside of the office, I enjoy giving back and volunteering in several organizations. My family started the Long Beach Polar Bear Club that has now raised over $7 million for the Make-a-Wish Foundation, granting wishes for children with critical illnesses. I have also done work for the Wounded Warrior Project and Christmas Angel, and I continue to look forward to giving back to the community I serve.
Prior to joining Edward Jones, I spent most of my career working for one of the top investment firms in Manhattan. There, I learned the key attributes to providing my clients with an excellent level of customer service and the experience to ensure my clients meet their unique goals and needs.
My background is an advantage in creating custom-designed portfolios for my clients. I listen, care and completely dedicate myself to helping clients achieve their most important goals. I enjoy developing detailed and complex plans to help clients through all stages of life. We work closely with our clients during times of transition, such as retirement, receiving an inheritance or planning for generational wealth sharing.
At Edward Jones, we are focused on you. The firm has thousands of people and advanced technologies supporting our office every day so we can help you meet your goals. This also includes our branch office administrator, JP Weber, a Rockaway native who is here to provide you with the highest level of service that you deserve.
My Personal Interests
- Community Outreach
- Health & Nutrition
Phone NumberLuke Meyers at (718) 318-1346
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