Tabitha LeTourneau Meyerer is a CERTIFIED FINANCIAL PLANNERTM (CFP®) professional, specializing in personal financial analysis and strategic financial planning for high net-worth individuals. As Co-Founder of Excelsior Capital Advisors, LLC, now a Managing Director of United Capital Financial Advisers, Tabitha is responsible for the overall operations including client service coordination, implementation of investment strategy, financial planning, concierge services, and compliance monitoring.
With over seventeen years of experience, Ms. Meyerer has extensive knowledge in relationship management for affluent families. Her expertise includes coordinating and implementing various financial services for high-net worth clients such as personal financial planning, investment management, risk management, and estate planning. Prior to co-founding Excelsior Capital Advisors, LLC, Ms. Meyerer held executive service positions for RSM McGladrey, Inc. and SunTrust Bank. Ms. Meyerer earned her bachelors of Business Administration degree in Finance and Management from the University of Florida in 1999. In addition, she completed her CFP® curriculum from Florida Gulf Coast University in 2002.
Ms. Meyerer serves as Treasurer for the Unicorn Children’s Foundation, and has chaired main fundraising events for the Unicorn Children’s Foundation and the Boca Raton Historical Society. She served on the Board of Directors and Conference Planning Committee for the South Florida Financial Planning Association for five years.