Robert Meek Email & Phone Number
Senior Financial Planner @ TIAA
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Robert Meek Location
- Charlotte, NC, US
Robert Meek Work
- 2023 -now Senior Financial Planner @
- 2021 -2023 Financial Planner @
- 2016 -2021 Sr. Financial Consultant @
- 2010 -2016 High Networth Relationship Manager @
- 2009 -2010 Financial Services Associate @
- 2003 -2009 Financial Relationship Counselor, Bank Officer @
Robert Meek Education
- University of South Carolina
Bachelor of Arts (B.A.) (Mass Communication/Media Studies)
1994-1998
Robert Meek Skills
- Qualified Retirement Plans
- Consultative Selling
- Investments
- Relationship Management
- Asset Management
- Certified Financial Planner
- 401k
- Investment Management
- Customer Service
- Financial Analysis
- Insurance
- Retirement Planning
- Wealth Management
- Sales
- Financial Planning
- Life Insurance
Robert Meek Summary
- Robert Meek, based in Charlotte, NC, US, is currently a Senior Financial Planner at TIAA. Robert Meek brings experience from previous roles at TIAA, Vanguard and Prudential Financial. Robert Meek holds a 1994 - 1998 Bachelor of Arts (B.A.) in Mass Communication/Media Studies @ University of South Carolina. With a robust skill set that includes Qualified Retirement Plans, Consultative Selling, Investments, Relationship Management, Asset Management and more. Robert Meek has 1 emails and 1 mobile phone numbers on RocketReach.
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