Financial Design Management Jacksonville Team

Kristy Meeler


Kristy Meeler, Ph.D.

Investment Specialist
Office: 904-997-2314
Fax: (904) 998-7306
kmeeler@financialguide.com

Kristy received her undergraduate degree and a doctorate in economics from the University of Georgia..

During my graduate career she focused on:

  • Corporate Finance
  • Investments
  • Industrial Organization
  • Econometrics

Kristy was an instructor at the University of Georgia prior to joining Broad Street Capital Advisors, a boutique investment consulting firm in Athens, Georgia as a Financial Planning Analyst in 2003. She became the Director of Private Wealth Consulting for Broad Street in January of 2005 working with clients with $1,000,000 plus portfolios.

In 2008, she decided to take the skills she had acquired in being the “CFO” for affluent clients to an underserved market, the client with $50,000 and up.

The services Kristy can provide to clients consist of

  • Financial Planning
  • Wealth Management
  • Education Planning
  • Insurance Consulting
  • Retirement Planning

Kristy is a member of the local chapter of the Financial Planning Association. She currently serves as Vice President of Community Connection of Northeast Georgia, a non-profit multi program human service agency. My professional exam qualifications include the FINRA General Securities Representative (Series 7), Uniform Combined State Law Examination (Series 66) registrations.

Kristy Meeler is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC (www.sipc.org), 10151 Deerwood Park Blvd., Bldg. 100, Ste. 300, Jacksonville, FL  32256, 904-998-7300.  CRN201404-159378

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