ELMHURST, IL — On October 19, 2018, Bob Meyers resigned from the corporate structure of Edward Jones and joined LaSalle St. Securities.
Bob has built an incredibly successful business over the past 14 years. He chose to partner with LaSalle St. Securities over Edward Jones, Wells Fargo and others because he wanted to unlock greater control over his financial advisory practice.
Bob discovered his passion for the financial world while he was serving in the United States Army. In the military, he became the trusted source for tax filing information among his fellow troops and has been focused on helping others take control of their financial futures ever since.
“It seems like money and investing overwhelm a lot of people to the point where they just do nothing about it. I enjoy helping people when they are overwhelmed,” Bob Meyers said. “I’m excited to be partnering with LaSalle St. because the leadership team shares my passion for helping others, and they are willing to do a lot in order to help me make my business better, so that I can ultimately help
my clients more.”
Bob had previously served as the most senior advisor within the oldest Edward Jones office in Frankfort, Illinois. He has now joined veteran LaSalle St. Securities financial advisor Todd Morgan in the firm’s Frankfort, Illinois branch. Bob plans to expand in the future by opening additional branch offices in nearby communities including a second LaSalle St. branded office in Bourbonnais, Illinois. It was the freedom to make this type of decision and expansion that ultimately led Bob to partner with LaSalle St. Securities.
“The firm I left is very good at serving its niche. My business outgrew their service model. My clients do not want a cookie cutter approach; they want customized portfolios specifically tailored to fit their risk profiles and their goals,” Bob said. “Every time I approached LaSalle’s leadership with ideas on building my practice to enhance my clients’ experience, those propositions were met with open arms. That means a lot to me.”
LaSalle St. Securities is an independent hybrid broker-dealer, headquartered in the western suburbs of Chicago with over $9 billion in assets under management. Since 1975, LaSalle St. has proudly supported over 300 financial advisors located throughout the United States. For more information on the LaSalle St. companies please click here.
Click the play button below to listen to a great conversation between LaSalle St. Securities Business Development Associate Zak Sandeman and the newest member of the LaSalle St. Securities family: Bob Meyers