Kristy Meeler, Ph.D.
LPL Financial Advisor
Kristy received her undergraduate degree and a doctorate in economics from the University of Georgia.
During her graduate career she focused on:
- Corporate Finance
- Industrial Organization
Kristy was an instructor at the University of Georgia prior to joining Broad Street Capital Advisors, a boutique investment consulting firm in Athens, Georgia as a Financial Planning Analyst in 2003. She became the Director of Private Wealth Consulting for Broad Street in January of 2005 working with clients with $1,000,000 plus portfolios.
In 2008, she decided to take the skills she had acquired in being the “CFO” for affluent clients to an underserved market, the client with $50,000 and up.
The services Kristy can provide to clients consist of
- Financial Planning
- Wealth Management
- Education Planning
- Insurance Consulting
- Retirement Planning
Kristy is very involved in the Chamber of Commerce. She is a Trustee of the Chamber and is very active in the Downtown and West Councils. Dr. Meeler serves as the Assistant Treasurer on the Board of Community Connection, a non-profit agency. Her exam qualifications include the FINRA General Securities Representative (Series 7), Uniform Combined State Law Examination (Series 66) and the General Securities Principal (Series 24) registrations held through LPL.
Laura K. Brown
Branch Operations Manager
Ms. Laura K Brown received her undergraduate degree from LaGrange College in Early Childhood Education in 1990. Ms. Brown taught special education and 4th grade at Jefferson City Elementary School for three years before joining her uncle and father in the family business with Axa Equitable. Laura has been helping families and small to mid-size business owners with their financial and insurance needs since 1993.
Laura is the Director of Client Relations at Avondale Wealth Advisors where she focuses on client education with her financial planning background. Laura has extensive experience in sales and customer service, along with technical knowledge which she translates into "plain" english for clients.
Laura is involved with the Jacksonville Chamber of Commerce where she is a member of both the Downtown and Westside Councils. She is involved with the Westside council membershp committee.
Laura's professional exam qualifications include the General Securities Representative (Series 7), Investment Company and Variable products (Series 6), and the Uniform Securities Agent State Law (Series 63) registrations held through LPL.