Broker Check

Directors Club Award Press Release 2021


Albany, NY. - Feb. 22, 2022 / -- Gretchen Meyer, an independent LPL Financial Advisor with Gretchen Meyer Financial in Albany, NY, today announced her inclusion in LPL’s Director’s Club. With more than 19,000 LPL- affiliated advisors nationwide, LPL awards this distinction to select advisors based on their business success*.

"I congratulate Gretchen on behalf of LPL," said Angela Xavier, LPL executive vice president, Independent Advisor Services. "We are inspired by her dedication to clients and strong commitment to helping them work toward their financial goals. It is an honor to support Gretchen with robust resources, integrated capabilities, and differentiated service experiences designed to help her run a thriving practice. We wish Gretchen and her entire team continued success as they continue to add value for clients and in their business in the years ahead."

Gretchen Meyer Financial is based in Albany, NY, serving clients in NY as well as CA, CO, CT, FL, MA, NJ, NY, RI, VA, VI. The wealth advisement firm provides a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, structured notes, annuities and more. In particular, Gretchen and her team are dedicated to helping women feel both educated and empowered with the financial knowledge and confidence to take control of their future and wealth.

"It's time that women have access to financial advice just for them. It's time that women have a safe space to address their money fears and concerns with financial content that they can understand, that's not meant to make them feel stupid or uncomfortable. Today, women have more financial responsibility and family obligations than ever before. Our goal is to support a future full of strong, independent women who have taken control of their financial future.

I'm honored that my team has received this recognition. I'm lucky to work with such a dedicated group of people, each and every day. We look forward to what 2022 will bring, as we continue to help clients work towards financial independence," said Gretchen.

Gretchen is affiliated with LPL Financial, the nation’s largest independent broker-dealer** and a leader in the retail financial advice market. LPL provides the resources, tools and technology that support advisors in their work to enrich their client’s financial lives.

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About LPL Financial:
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader** in the markets we serve, supporting more than 19,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

**Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine June 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 as of June 2021

*Achievement is based on top 15% of annual production among LPL Advisors only.

Throughout this communication, the terms "financial advisors" and "advisors" include registered representatives and/or investment adviser representatives affiliated with LPL Financial LLC, an SEC registered broker-dealer and investment adviser.