Greater Pittsburgh Region
Jim Meyers is a Financial Advisor, Managing Director, Alternative Investments Director, and Chartered Retirement Planning Counselor (CRPC®) with The Meyers Applegate Group at Morgan Stanley. Jim has nearly 30 years of wealth management experience and has been with Morgan Stanley since 2009. Jim’s career is rooted in his two greatest passions: the financial markets and helping people reach their goals. Upon earning a degree in Finance from Slippery Rock University, Jim launched his wealth management career, striving to cultivate and maintain relationships with clients and their families. Jim’s philosophy is centered on a goals-based approach that uses financial planning to create an asset allocation that helps clients achieve their financial and life goals. With the support of a global firm, Jim is proud of his team’s ability to provide boutique attention to all of their clients throughout various market cycles and life events. In recognition for his dedication to excellence, Jim has been honored with the Forbes Best-in-State Wealth Advisor award for 2018, 2019, 2020, 2021, 2022, 2023 and 2024. Jim enjoys spending time with his wife, Colleen and their four children: Jessica, Jimmy, Jake and Paige. A pillar in his community, Jim is a Board of Director for Central Catholic High School and a member of the Oakmont Finance Committee and The Stan Marks Charity. In his spare time, Jim is a member of the Duquesne Club and the Oakmont Country Club. He enjoys playing golf and paddle tennis as well as going skiing and mountain bike riding. 2018 - 2024 Forbes Best-In-State Wealth Advisors Source: Forbes.com (Awarded 2018 - 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html CA Insurance License #: 0D07845
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