Jeffrey F. Meyer, AAMS®
Vice President of Investment Services
My Family is paramount to me. My wife and 3 kids are my life. I enjoy anything that involves doing things with them. My oldest son is 28 and is an assistant state attorney in Sarasota. I also have boy/girl twins who are 23. My daughter is a school teacher and my twin son is a floor manager with Lowe’s here in Sarasota. My wife Joy works for Plymouth Harbor assisted living facility near St Armands Circle. I am grateful to have everyone living locally in Sarasota. We moved to Florida from the western suburbs of Chicago in 2015.
As far as my professional career in concerned, I worked in television after graduating from Indiana University in 1989. I started out as a news/sport photographer and eventually did on-air work in the sports department. I left TV in 1991 to pursue an aviation career. I flew commercially for a short time with Great Lakes Airlines (A United Express carrier) but it just wasn’t the career for me. I do keep my flight instructor certificate current although I have not flown in quite some time. I began my career as a Wealth Manager after leaving the aviation industry. I started in this industry with AG Edwards only to move to Ameriprise Financial after AG Edwards sold during the financial crisis of 2007-2009. I left Ameriprise in 2016 to go independent with Upstream Investment Partners. While I have been with Upstream our home office operations were done through Sigma Financial from 2016-2023 but are now done through LPL Financial.
I enjoy gardening/landscape work as well as other decorating projects around the house.
I love to play basketball, go to the beach and generally be outside.