The newly enacted Inflation Reduction Act, signed into law on August 16th, has multiple clean energy incentives and tax credits centered around purchasing an electric vehicle. But you may be left confused as to how the revived $7,500 Electric...
Professional Experience
As an Investment Advisor Representative and Certified Financial Planner (CFP®) MaryBeth specializes in creating comprehensive financial plans tailored to meet the needs and goals of each individual client. She has a passion and desire to create and navigate the expected and often unexpected events that shape your overall financial story.
MaryBeth has over 15 years of experience in the financial services industry, most recently working with a Registered Investment Advisor firm here in Central TX, where she advised and led a team to serve high-net-worth clients. She began her career with Frost Bank in their Wealth Management Group while completing the University of Texas Certified Financial Planning program.
- Wealth Management
- Financial Planning
- Tax Planning
- Retirement Planning
- Education Planning
- Estate Planning
The University of Texas at Austin
Bachelor of Arts in Economics
Minor Business Foundations
Certified Financial Planning Certificate Program
- Estate Planning Council of Central Texas, Board Member
- CareBOX Program, Volunteer
- CERTIFIED FINANCIAL PLANNER ™
- Texas Life and Health Counselor (LHIC)
Articles by MaryBeth Meyer
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When you’re deciding on a financial advisor to help you manage your investments or plan for retirement, it can be confusing to know the differences between the various titles and credentials a financial professional holds. You may have been...
Like most, this time of year is all about assessing, setting goals, and planning for the year ahead. What better way to set yourself up for success than to check your credit report for accuracy! There are three national...
