With a solid foundation of teamwork, we apply the individual skills and strengths of each member of our practice to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel confident, connected and in control of your financial life.



Advisors

Wendy B Meyer, Financial Advisor serving the Madison, FL area - Ameriprise Advisors

Wendy B Meyer

CFP®, CRPC®, CDFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Wendy B Meyer's website

Team

Amanda L. Plain

Client Service Specialist