Libby Meyer

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Fort Smith, AR 72901

Credentials

Series 66

Industry experience

12 years

Expertise

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Divorce financial planning Equity Recipients (RS/RSU, SOP, ESPP) General retirement planning

Work history

Edward Jones

2013 - Present (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Chrissy N

Series 66

Fort Smith, AR

Independent Financial Group, LLC

Divorce financial planning Business ownership considerations Retirement income strategy Retirement withdrawal strategies Founder/Business Owner Religious/faith focused

Luke M

Series 66

Fort Smith, AR

Merrill

Luke Mc Donald is a Financial Advisor with The Don McDonald Group at Merrill Lynch Wealth Management, which comprises seven members and collectively holds over 80 years of experience. He joined the team in 2023, bringing skills in effective communication, comprehensive research, and accurate work developed during his studies at Full Sail University. Luke works closely with clients to align their financial goals and personal values with their investment strategies. His areas of focus include legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, special needs planning strategies, tax minimization, and retirement income. He holds professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). He earned a bachelor's degree from Full Sail University, an associate's degree from the University of Arkansas System, and completed his high school education through homeschooling. Outside of his professional responsibilities, Luke volunteers with Young Life, a local Christian ministry for high school students, and serves actively in his church. He resides in Fort Smith with his wife, Emily, and enjoys cooking and preparing coffee for family and friends in his free time.

Business exit / sale strategy Business ownership considerations Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Married/Couples/Partners Christian Faith Based

Keith L

CFP®, Series 66

Fort Smith, AR

Edward Jones

Retirement income strategy General retirement planning Wealth management

Steven W

CFP®, Series 66

Van Buren, AR

Edward Jones

General retirement planning Wealth management

Madison N

Series 66

Alma, AR

Edward Jones

Wealth management Business ownership considerations Business exit / sale strategy Business succession planning Real estate investing Founder/Business Owner Executive Women Professionals

Adam P

Series 66

Fort Smith, AR

Merrill

Adam Plattner is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop customized wealth management strategies that address their unique financial situations and priorities. Adam emphasizes a comprehensive approach that connects all aspects of a client’s financial life, adapting to changing market conditions to help pursue their most important goals. Adam holds a Personal Investment Advisor (PIA) designation and earned his bachelor's degree from the University of Arkansas System. He began his career with a two-year internship at Merrill Lynch in Rogers, Arkansas, and in 2005, he joined the Plattner-Smith Group in Fort Smith alongside his mother, Sue. Adam’s areas of focus include family wealth management, legacy planning, retirement income, philanthropic and socially responsible investing, as well as specialized planning for the LGBT and women’s communities. In addition to his professional work, Adam serves on the board of Kitties and Kanines. He enjoys cooking, fishing, skiing, traveling, and spending time with his family.

Wealth management Charitable giving & philanthropy General estate planning guidance Retirement income strategy ESG / Sustainable investing LGBTQIA Women's Finance Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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