PROFESSIONAL PROFILE

Professional Profile:
The Meyer Group was formed in 1990 to provide clients with access to sophisticated financial solutions coupled with an exceptional service experience. The team works with high net-worth individuals, corporate executives, business owners and endowments, and utilizes an extensive wealth management process that is consistent and disciplined.

Carol Meyer, First Vice President-Investments, Wealth Management Advisor, CSNA

Carol is the senior partner of The Meyer Group and is a Portfolio Manager, Personal Investment Advisory^SMProgram and is a Wealth Management Advisor. While based in Dallas, she has consulted with clients around the U.S. for the last twenty years. Under Carol’s leadership, her team develops strategic and tactical investment planning solutions. Each solution is tailored to each client and family, helping them to pursue their financial goals.
Carol joined Merrill Lynch in 1981 after she earned her BBA degree in Economics and Finance at the University of Nebraska, and did postgraduate work at The Wharton School of Business. Carol is a former member of the Diversity and Inclusion Council, and has been a frequent and sought-after spokesperson. She has received national recognition for her work and dedication in this area. Carol’s charitable and professional affiliations include: Founding Member of The Dallas Women’s Foundation, Executive Women of Dallas, Women’s Business Council, Ronald McDonald House, Genesis House, Trustee of the Dallas Theater Center and she is a graduate of Leadership, Dallas and Leadership Texas

Julie Hash, Vice President, Wealth Management Advisor

Julie Hash adheres to a disciplined process that is designed to deliver a consistent yet customized wealth management experience. Before any financial options are recommended, she considers all aspects of a client’s life, taking the time to fully understand a client’s history and personal and professional growth and goals. With this intimate knowledge about what each client values most. Julie is able to help them establish realistic objectives, develop appropriate strategies and recommend solutions that integrate their financial picture. Julie conducts regular reviews with clients to help monitor progress and keep client strategies consistent with any changes that may occur in their lives and businesses.
Julie has been in the financial services industry for over 30 years, joining Merrill Lynch in 1992. Julie is a Portfolio Manager, Personal Investment Advisory^SMProgram and is a Wealth Management Advisor. Julie’s concentration of study at the University of Nebraska was Statistics and Business Finance. She holds her securities licenses to include: Series 7, Series 63, Series 65 and Group 1 Life and Health certificate. Julie has been an active member of the Women’s Finance Exchange and has been involved with the Women’s Business Council Southwest. She currently serves on the Merrill Lynch National Diversity & Inclusion Council sub-committee. Julie is passionate about financial literacy, especially for women and youth, and enjoys spending time with her husband and grandchildren whenever possible.


Merrill Lynch Specialists who work with the Meyer Group include:

Jennifer Wall Campbell
Wealth Management Banker
Vice President
Wealth Management Banking

Jocelyn Smith
Vice President
Retirement Outcome Specialist

Kevin Donnellan
Vice President
Retirement Plan Specialist

Ryan Rouse
Vice President
Market Linked Investment Specialist

David Work
First Vice President-Investments
Trust Specialist

Anirudh Ravunniarath, CAIA
Assistant Vice President
Alternative Investment Specialist