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portrait of Meghan Schafer
FINANCIAL ADVISOR

Meghan Schafer

CFP®, CLU®
210 Walnut Street, Lawrenceburg, IN 47025opens in a new window
CallSend Me a Message

About Meghan

My career as an Edward Jones financial advisor began with the goal of helping people and making a positive impact on people's lives. As the youngest of three children, my older brothers were always looking for ways to antagonize me. It was my mom and grandmother that always had my back and encouraged me to learn how to manage my money to live an independent life. This had a profound impact on me and led me to a career as a financial advisor.

Today most of the clients that are referred to me are smart, successful retirees, professionals, business owners, women...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Portfolio Reviews

Work History

  • Edward JonesMarch 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CLU®

    Chartered Life Underwriter®

Education

  • Western Kentucky UnivBachelors

Personal Interests

  • Spending Time with Family
  • Traveling
  • Reading
  • Health & Nutrition

Team Members

  • Brandie Raleigh
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Phone

(812) 496-4966

Fax

(877) 359-8464

Office Address

210 Walnut Street
Lawrenceburg, IN 47025opens in a new window

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