Adam Meyer, CFP®

Adam Meyer, CFP®

Financial Advisor

Adam is a registered financial associate assisting Bryan with portfolio construction and analysis, retirement planning strategies, investment research, insurance planning, and various other client service needs. He also assists with managing the employer-sponsored retirement planning side of the business, including working with plan sponsors through the implementation and management of their 401(k) plans, as well as providing participant education to employees.

Adam is a CFP® professional holding FINRA Series 7 and 63 licenses. Although he likes numbers, he mostly enjoys the unique opportunity to build strong relationships with individuals, families, and businesses through comprehensive financial planning.

Adam was born and raised in the Jacksonville, Illinois, area and graduated from Illinois Wesleyan University in Bloomington, Illinois. He spent the first 12 years of his working career in the commercial banking industry, primarily with Fifth Third Bank in Saint Louis, Missouri. Before moving to Crabtree Financial Group, LLC, in early 2018, he was a financial advisor with Thrivent Financial.

Adam and his wife, Christy, who is a speech-language pathologist at Children’s Hospital of Illinois, have three children: Rosalie, Oliver, and Sam. Outside of work and spending time with his family, he enjoys playing golf, as well as following St. Louis Cardinals baseball and St. Louis University Billikens basketball teams.