Keith Meyer, CFP, CRPC
Senior Vice President, Financial Advisor
Phone:
(937) 431-7848(937) 431-7848
Morgan Stanley
Centerville Branch Office
You define success, we help you achieve it
7777 Washington Village Dr
Ste 100
Dayton, OH 45459
US
Branch:
(937) 434-9269(937) 434-9269
Toll-Free:
(800) 966-8077(800) 966-8077
Branch Manager
Keith R. Meyer, CFP, CRPC, CRPSPhone:
(937) 431-7848(937) 431-7848
About Morgan Stanley Centerville Branch
Our Financial Advisors strive to earn the trust of many individuals, families and institutions while helping them achieve their goals. With a full suite of services, our objective is to deliver the resources that can best accomplish each client’s unique goals.
We look forward to working together.
We look forward to working together.
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Maintaining Cash Flow
- Long-term Care InsuranceFootnote3
- Traditional Investments
- Alternative InvestmentsFootnote4
- Insurance ServicesFootnote5
- Investing with ImpactFootnote6
- Legacy PlanningFootnote7
- Succession PlanningFootnote8
- Family Mission Statements
- Next Generation EducationFootnote9
- Lending SolutionsFootnote10
- Cash Management SolutionsFootnote11
Our Team at Morgan Stanley Centerville Branch
Barbara Luttrull
Vice President, Business Service Manager
Phone:
(937) 431-7858(937) 431-7858
Beckie Schweller
Vice President, Complex Risk Officer
Phone:
(937) 312-2228(937) 312-2228
About Keith Meyer
Keith R. Meyer, CFP, CRPC
Senior Vice President – Wealth Management
Branch Manager
Keith R. Meyer, CFP, CRPC is a Senior Vice President and Branch Manager at Morgan Stanley. Prior to coming to Morgan Stanley, Keith served many roles at Merrill Lynch including the Resident Director as well as a Senior Vice President – Wealth Management. Before starting his career, Keith attended Wright State University where he earned a dual B.S. degree in Economics and Financial Services. Keith specifically focuses business owners & families as well as corporate retirement plans.
In his spare time, Keith enjoys spending as much time as he can with his family. He is the proud father of two boys Brody and Gavin. He is very passionate about coaching his sons in their various sports, working on their family farm, cooking, hiking, camping, kayaking, working out, and golf. He is also involved with several service and non-profits to include spending time volunteering at Epiphany Lutheran Church as a confirmation and youth guide, with the Dayton Art Institute as a member of the Associate Board, March of Dimes, Centerville Hustle basketball program as director of the recreation league, Centerville Noon Optimist Club, Fraternal Order of Police associate member, Wright State University, Dayton Children’s, and volunteering wherever he can at the Centerville City Schools. Keith is also passionate about educating our community about financial planning. He currently volunteers to teach adult education courses in our local community as well as most recently has become an instructor at University of Dayton instructing a course specifically for seniors entitled Personal Financial Planning.
Senior Vice President – Wealth Management
Branch Manager
Keith R. Meyer, CFP, CRPC is a Senior Vice President and Branch Manager at Morgan Stanley. Prior to coming to Morgan Stanley, Keith served many roles at Merrill Lynch including the Resident Director as well as a Senior Vice President – Wealth Management. Before starting his career, Keith attended Wright State University where he earned a dual B.S. degree in Economics and Financial Services. Keith specifically focuses business owners & families as well as corporate retirement plans.
In his spare time, Keith enjoys spending as much time as he can with his family. He is the proud father of two boys Brody and Gavin. He is very passionate about coaching his sons in their various sports, working on their family farm, cooking, hiking, camping, kayaking, working out, and golf. He is also involved with several service and non-profits to include spending time volunteering at Epiphany Lutheran Church as a confirmation and youth guide, with the Dayton Art Institute as a member of the Associate Board, March of Dimes, Centerville Hustle basketball program as director of the recreation league, Centerville Noon Optimist Club, Fraternal Order of Police associate member, Wright State University, Dayton Children’s, and volunteering wherever he can at the Centerville City Schools. Keith is also passionate about educating our community about financial planning. He currently volunteers to teach adult education courses in our local community as well as most recently has become an instructor at University of Dayton instructing a course specifically for seniors entitled Personal Financial Planning.
About Beckie Schweller
Beckie Schweller Complex Risk Officer – I am located in the Centerville office and also provide onsite coverage for the Beavercreek office. I began working in the Financial Services business shortly after graduating from the University of Dayton with a Bachelor of Business Administration degree. I started my career in Operations and worked several years as a Wire Operator, New Accounts Clerk, and Cashier. After obtaining my Series 7 and Series 63 licenses, I became a Registered Client Service Associate supporting the business of three Financial Advisors. During this time I also obtained my supervisory licenses and returned to Operations as Operations Manager. My interest and focus on Compliance and management, led me to join Morgan Stanley in 2010 as a Complex Risk Officer.
In my free time, I enjoy cooking, reading, music and spending time with friends and family.
In my free time, I enjoy cooking, reading, music and spending time with friends and family.
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Branch Address
7777 Washington Village Dr
Ste 100
Dayton, OH 45459
US
Branch:
(937) 434-9269(937) 434-9269
Toll-Free:
(800) 966-8077(800) 966-8077
Fax:
(937) 435-4391(937) 435-4391
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
9Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
9Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
CRC 6491812 04/2024