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Tina Meyer, CFP®

6909 E Greenway Parkway, Suite #295

Scottsdale, AZ

85254

Phone:

Email:

(480) 719-7469

I am delighted to be a part of the team as the Director of Advisor Services. My academic journey began at Illinois State University, where I earned a B.A. in Finance with a minor in Financial Planning. During my four years as a collegiate swimmer, I developed a profound sense of dedication and commitment, qualities that seamlessly translate into my professional life.


Over the past few years, I've achieved significant milestones, obtaining my Series 7 and Series 63 licenses held through LPL Financial. I am eager to further expand my expertise under the mentorship of Erica, with a shared commitment to delivering an exceptional experience for our clients.


Having recently relocated to the Scottsdale area, I find joy in exploring new dining experiences, hiking in the scenic surroundings, and maintaining an active lifestyle.

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