Rick Meyers

I believe there isn’t a single path to success, and my role is to enable others to achieve what they want to accomplish. When someone experiences growth and success, it is transformational for them and their family.

As the Head of Advisors and Client Service and a member of the Executive Leadership Team, I have a direct impact on not only the firm and its clients but also our people. As a team, we work tirelessly to deliver the very best outcomes and service to each of our clients. Regardless of what is going on in the world around us, our mandate is always the same: to provide the very best care that we can. We’re inspired by the relationships we build through genuine interest in our clients, their families, and what’s important to them.

Every day I seek to create an environment in which we are our clients’ partner of choice and our colleagues’ employer of choice, building an inclusive culture where we relate to our clients in a way that is more intimate, customized, and flexible than it has ever been. We enable everyone to row in the same direction and provide equal access to the oars.