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Vicky Meo, Financial Advisor

FINANCIAL ADVISOR
Vicky Meo

CFP®, ChFC®, CEPA®, RICP®, AAMS™
300 Knickerbocker Rd Ste 3200, Cresskill, NJ 07626opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Divorce Finances
  • Real Estate and Construction

About Vicky

Throughout my career in the financial services industry, I have come to understand one guiding principle that is central to all financial success: keep it simple. My focus as a financial advisor is what is most important to my clients. Together, we develop financial strategies tailored to their unique needs and define the step-by-step processes that will lead to achievement. Along the way, I walk my clients through each decision, empowering them with the knowledge necessary to confidently plan for success.

In life, one thing is guaranteed: change. That is why, once the strategies are in place, I maintain open communication...

Work History

  • Edward JonesFebruary 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

  • RICP®

    Retirement Income Certified Professional®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Montclair State UniversityMaster of Business Admin
  • Montclair State UniversityBachelor of Science

Personal Interests

  • Cooking
  • Baseball
  • Volunteering
  • Vintage Cars
  • History and Museums

Team Members

  • Diane Nigro
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(201) 445-9220

Fax

(866) 374-2964

Office Address

300 Knickerbocker Rd Ste 3200
Cresskill, NJ 07626opens in a new window

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