Cutter & Company provides direct access to its experienced owners. Bill and Debbie have worked together since 1983 and are both actively involved with their own clients. That client-facing experience means we know exactly what the impact will be to our financial advisors and their clients when a new firm policy or procedure is instituted.
We have a support team that we view as the best in the business. More than half of our employees have been with the firm more than 15 years. There are fewer and fewer firms in the financial industry that remain small enough to provide the family-like culture as we do at Cutter & Company, along with the depth of experience our staff and management team brings.
William L. Meyer, AIF, CLU, ChFC
President and Co-Founder
I graduated from Maryville College in 1978, and earned my Chartered Life Underwriter (“CLU”) and Chartered Financial Consultant (“ChFC”) degrees from The American College of Bryn Mawr Pennsylvania in 1983. I obtained the Accredited Investment Fiduciary (“AIF”) designation in 2013, which required extensive coursework in implementing prudent processes regarding investment practices including their Code of Ethics & Conduct Standards. I am married with 3 children, and live in Clarkson Valley Missouri. My personal interests include philanthropy for children, golf, hiking, skiing, and reading.
In addition to holding life, health, & P&C insurance licenses’, I also have the following securities licenses’; Series, 4, 6, 7, 24, 27, 31, 53, 63, 86, and 87. I was admitted to the Palladin Registry of Advisors in 2006, and was chosen by my clients and St. Louis magazine in 2008 through 2023 as a FIVE STAR WEALTH MANAGER* in the category of “Best in Client Satisfaction Wealth Managers”.
*Five Star Professional uses a geographic, pre-qualification nomination method to identify eligible advisors. Peers are asked to nominate wealth managers they know who have an established practice, good client relationships and a strong reputation. To ensure award candidates are in good standing, reviews of licensure and disciplinary history are conducted. Go to www.fivestarprofessional.com for complete details on the evaluation process for the Five Star Wealth Advisor nominees.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.