The Meyer Group 

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, CSNA, CRPC®
First Vice President – Wealth Management
Wealth Management Advisor

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, CRPC®
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. 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.

Carol and Julie are members of Merrill Lynch's National LGBT Financial Advisor Team. The members of this team are acutely aware of the specialized needs of the diverse LGBT community. Carol and Julie are very involved with both Local and National Organizations that support the LGBT community including Lambda Legal, Resource Center Dallas, Gay and Lesbian Fund of Dallas, Human Rights Campaign, Youth First Texas and The National Center for Lesbian Rights. Carol is currently a member of Lambda Legal's Leadership Council and is a former member of the Merrill Lynch Global Wealth & Investment Management Diversity & Inclusion Council.

Wealth Management Banking
You may also benefit from the experience of a Wealth Management Banker from Bank of America, N.A. who can provide strategic and personalized banking guidance focused on your needs. Working together, your Financial Advisor team and Wealth Management Banker can draw upon an expansive array of cash management, credit and other lending solutions designed to fit into your overall financial strategy and help you pursue your financial objectives. Jennifer Wall Campbell, Vice President, Wealth Management Banker, supports your Financial Advisor team. Jennifer has been in the banking industry since 1995 and joined Bank of America in 2003.