Jacob Meyer

Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Jacob Meyer is a financial advisor for CAPTRUST at Work.

Jacob travels on the At Work team as a financial advisor, specializing in retirement planning, financial wellness, and financial planning. He takes a holistic approach to finances, from budgeting and debt management to 401(k) and retirement accounts.

Before coming to CAPTRUST, he worked in the retirement plan space as a financial advisor at AIG in Virginia.

When not at work, Jacob loves to spend time outside with his wife, daughter, and pup. He also loves sports and being active, whether he’s attending games or playing golf.

Education

  • Bachelor of Science, Cornerstone University

Memberships

  • Leader, Young Life Capernuam (Special Needs Ministry)

Resources

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