Meet the Team

Edie Meyer, CRPC^®

Partner and Advisor

Edie enjoys spending time with her husband, Bill, and their grown twins, Will and Marleen. Whether at home or on a fun day out, these moments with her family are special. A relaxing day for Edie is reading a good book, trying a new recipe or hanging out on the couch with her dog, Pepper, and cat, Rico. She also enjoys traveling and Pilates, and she is famous for her chocolate chip cookies.

Edie never envisioned working in the financial services industry. Her first job out of college was a sales position, and she came to realize she enjoyed helping people more than selling them a product. She developed an interest in banking, which led to a career in banking and the finance industry. “By nature, I am a person who enjoys helping others to meet their goals. In my day-to-day activities, I am fortunate to have the opportunity to be a part of our clients’ financial journey,” says Edie.

“I believe you should always be grateful, feel blessed, and be thankful for all your journeys in life,” says Edie.

Edie holds a bachelor’s degree in communications with a minor in psychology from Edinboro University of Pennsylvania. She is licensed in life, health and disability insurance and is a Pennsylvania notary. Edie has also earned the Chartered Retirement Planning Counselor℠ (CRPC^®) designation.