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Anna Meurer, MBA, CFP®, BFA™

Anna Meurer, MBA, CFP®, BFA™

Financial Advisor

Anna Meurer is another Financial Advisor in our office. She takes a holistic approach to financial planning. This processes starts with learning the client's values and aligning the values and goal with a plan. Additionally, Anna wants to help people budget, get out of debt and raise their credit score. Anna earned her Series 7 and Series 66 securities licenses in 2011. Her registrations are currently held with Securities America, Inc. She is a CERTIFIED FINANCIAL PLANNER® professional and Behavioral Financial Advisor .

Anna has been happily married to Spencer since 2014; they have two daughters. Anna loves exploring her creativity in her free time. She and her family love to play board games and card games. 

When she’s not working or spending time with her family, you can find Anna engaged in the community through the Regional Saint Charles County Chamber of Commerce and Little Black Book. She always makes time to provide a listening ear to friends and strangers alike!