Theodore Meyer III, CAS®

Theodore R. Meyer III, CAS®, Founder, President, Meyer Financial Services, LLC.

As an advisor, Ted loves helping people explore their dreams and create strategies to help them fulfill their goals. He is passionate about helping his clients improve their quality of life and enjoys the intellectual challenge of financial planning.

A college golfer and a graduate of Northern Illinois University, Ted joined the financial services industry more than 20 years ago as a financial advisor. He developed advanced skills in helping clients protect their finances and loved ones from risk, but he wanted the freedom to build customized financial strategies for his clients. Ted founded Meyer Financial Services in 2006 to put into practice his philosophy of objective, independent financial advice with superb service.

Ted holds his Series 65 securities license and is an Investment Advisor Representative. This allows him to provide financial and investment advice, as well as personally manage investments portfolios. As a fiduciary advisor, he is required to always do what is in the best interest of his clients. He is a Certified Annuity Specialist (CAS®) is also a current member of the National Association of Insurance and Financial Advisors (NAIFA).

 A native of Chicago, he and his wife of over 25 years Stacey, reside in Scottsdale with their children, Joseph and Ella, and their dog Max. When he is not with them you can find him on the golf course, hiking, or volunteering with the Knights of Columbus Council #12313.