Karen Gill Meyer,  CFP<sup>&reg;</sup> - Financial Advisor

Karen Gill Meyer, CFP®

Financial/Retirement Plan Advisor

Morgan Stanley

14850 N Scottsdale Rd, Ste 600
Scottsdale, AZ 85254
241-4589 x6567
(480) 368-6567

General

Karen Meyer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Morgan Stanley in Scottsdale, AZ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Investment Management, Estate Planning, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources