St. Louis

Jeff Meyers

CFP, FMVA

Portfolio Manager

8182 Maryland Avenue, Suite 500
St. Louis, MO 63105

Jeff Meyers

Professional Certifications

  • CFP – CERTIFIED FINANCIAL PLANNER professional
  • FMVA – Financial Modeling & Valuation Analyst

About Jeff

As a portfolio manager, Jeff Meyers works with advisory teams to manage and trade client portfolios according to Buckingham’s model targets. It’s his team’s responsibility to monitor these portfolios on a daily basis for proactive trading opportunities. The most rewarding aspect is that his role helps advisors spend more time with clients. While Jeff and team manage portfolios, advisors can focus on implementing financial plans to help families feel at peace about their financial futures.

Working alongside advisors and other portfolio managers greatly motivates Jeff. Even though the work can be challenging, Jeff’s positive attitude plays a large role in his day-to-day efforts. Finding a silver-lining in every situation isn’t the easiest, but for Jeff it’s a necessity and an important part of doing great work for our clients.

Joining Buckingham in 2020, Jeff brought with him extensive experience in the financial industry. He’s served as a junior advisor for Premier Financial Partners and as a portfolio analyst for Alpine Private Capital. Most recently, he worked as a financial analyst for Alchemy Renewable Energy where he built cash flow financial models for Solar Farm investment opportunities, created new reporting procedures and debugged financial models for other areas of the firm.

Jeff is a CERTIFED FINANCIAL PLANNERTM professional and the Financial Modeling & Valuation Analyst (FMVA®) certificate, specifically for financial analysts. He earned a bachelor’s degree from Hillsdale College.

Away from Buckingham, Jeff is active in his community serving as a development board member at Cardinal Glennon Children’s Hospital as well as a member and volunteer at Providence Reformed Presbyterian Church. Born in Houston, Jeff’s spent most of his life in St. Louis, MO where he currently resides with his wife and daughter. In his free time, he enjoys working out, coaching CrossFit and playing video games.