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Deborah Lynn Meyer

Deborah L. Meyer

WORTHYNEST
Punta Gorda, FL
Some features on this profile are disabled
CRD#: 4563906
Deborah Lynn Meyer

Professional summary

Deborah Lynn Meyer, CFP®, who also goes by Deborah Lynn Dusold, Debbie Dusold, Deb Meyer, Debbie Meyer, is a registered financial advisor currently at WORTHYNEST LLC located in Punta Gorda, Florida.

Deborah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Deborah has worked at 1 firm and has passed the Series 63 exam.

Core Areas of Focus

Business Owners
Charitable Giving
College/Education Planning
Entrepreneurs
Generation X
Tax Planning

Biography

Deborah L. Meyer, CFP®, CPA/PFS, CEPA and AFCPE® Member, is the award-winning author of Redefining Family Wealth: A Parent’s Guide to Purposeful Living. Deb is the CEO of WorthyNest®, a fee-only, fiduciary wealth management firm that helps parents make wise financial decisions, invest in their family's future and give generously. She also provides accounting, tax and exit planning strategies to small businesses through SV CPA Services. Deb has been featured in The Wall Street Journal, Forbes, and CNN Business and is a contributor to Kiplinger. She is a 2019 CPA Practice Advisor “40 Under 40 Honoree” in Accounting and received the 2018 AICPA Standing Ovation Award. Deb lives in Florida with her husband Bryan and three sons.

Question & Answer

What are your service offerings?
Tax Planning
Small Business Planning
Investment Planning
Retirement Planning
Business Succession Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes

Aliases

Deborah Lynn Dusold | Debbie Dusold | Deb Meyer | Debbie Meyer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Deborah Lynn Meyer's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2010

Experience

Current

September 21, 2016 - Present

WORTHYNEST LLC

RIA
CRD#: 284872
Punta Gorda, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(4/10/2020)
IAR
Missouri
(9/21/2016)
IAR
Texas
(7/21/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 8/24/2006
Uniform Securities Agent State Law Examination

Current Firm

WORTHYNEST LLC
WORTHYNEST LLC
WORTHYNEST LLC

CRD#: 284872 / SEC#:

Florida
Registered Investment Advisory firm - (4/10/2020 Approved)
Missouri
Registered Investment Advisory firm - (9/20/2016 Approved)
Texas
Registered Investment Advisory firm - (7/18/2023 Approved)
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Contact information

Main Address
Punta Gorda, FL
Mailing Address
Phone number
(636) 344-9369
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts97
AUM (Assets Under Management)$ 18,022,274

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WORTHYNEST LLC

WORTHYNEST LLC

CRD#: 284872Punta Gorda, FL

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Contact information

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