Collin Meyer, AWM, CFP®

Senior Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus

561-691-5336
Email |

Qualifications
I have been helping clients achieve their financial goals since 1987. After receiving an MBA and Bachelor of Science degree in Finance from the University of Florida, I began my career as a Financial Advisor with William R. Hough & Co. In 1999, after completing two years of extensive required curriculum, I earned the CERTIFIED FINANCIAL PLANNER designation (CFP®). William R. Hough & Co. merged with RBC Wealth Management in 2004, where I currently serve as a producing Branch Director of the Palm Beach Gardens Office.   Most recently, I graduated from RBC Wealth Management's Accredited Wealth Manager program which is accredited by the Estate and Wealth Strategies Institute at Michigan State University.  This program is designed to provide financial professionals with training in advanced wealth, estate and charitable planning for the highly affluent.

Personal
I currently live in West Palm Beach with my wife, Resha, our two children, Sheldon and Courtney, along with our two dogs, Calvin and Latte. In my spare time, I enjoy playing golf and tennis.

Lisa Jamesweathers, AAMS®

Senior Investment Associate

612-371-2928

Lisa has been working with clients at RBC Wealth Management for more than 20 years. She has been based at both the Minneapolis headquarters and Minnesota branch offices until recently, when she and her husband moved to the West Palm Beach, Florida, area. As a senior investment associate, she has earned the Accredited Asset Management Specialists (AAMS®) designation through the College for Financial Planning. Lisa has been awarded the RBC Award of Excellence for her focus on delivering the highest quality customer service. She has passed the Series 6, 7, 63 and 65 exams.

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