About Us
Melvin A. Myer, Founder and CEO
Melvin (Mel), a Tampa, Florida native, has practiced in the financial services industry for 48 years. Mel’s career began in the securities business in 1969 where he marketed investment securities with A.G. Edwards. Mel specializes in financial consulting and strategic concepts that facilitate tax-advantaged wealth creation and preservation for high net worth individuals and business owners to maximize their estates.
Another area of Mel’s expertise is that of assisting business owners with capital financing. He consults with owners of numerous companies who are seeking to capitalize their companies, so they can focus on long term growth and maximize their full potential. He engages with principals for necessary funding offering customized solutions from capital structuring of acquisitions to mezzanine financing. Mel provides strategically structured solutions and capital transactions for industries such as manufacturing, service/distribution and commercial real estate. Historically, he has placed aggregate transactions in the billions of dollars. Finally, he assists in keeping the family legacy through facilitating internal sales to future generations. He is particularly sensitive to estate planning issues, family business dynamics, and the need for discretion and trust.
Throughout his career, Mel has served and currently serves on the board of directors of various civic, social, corporate, religious and political organizations in the Tampa Bay area. Mel’s memberships have included following organizations: The Estate Planning Council, Life Member of the Million Dollar Round Table™, Top of the Table™ and National Association of Insurance and Financial Advisors (including state and local chapters). He earned his Associate’s Degree in Theology from Life Christian University in Tampa, Florida and is currently working on his Bachelor’s Degree. Mel also proudly served his country in the United States Armed Services. He enjoys spending time with his family, golfing, traveling, and reading.
Sheri A. Myer, President
Sheri has earned 2 undergraduate degrees from Columbus University, Columbus, Georgia: a B.S. in Health Science; an A. S. in Dental Hygiene. In 1993 she received her MPPM (Master of Arts in Public and Private Management) degree from Birmingham Southern College, in Birmingham, Alabama. She received her Associate’s and Bachelor’s Degree in Theology from Life Christian University in Tampa, Florida and is currently working on her Master’s Degree in Theology. She has earned the prestigious level of Course Director from PADI (Professional Association of Diving Instructors) which qualifies her to teach all levels of scuba courses from beginner to the instructor level. She has owned her own business since 1989. She has worked in the financial services industry since 1999. She is licensed to sell health insurance, life insurance, and annuities in the state of Florida. She served as the Executive Director at the Myer Financial Group for over 15 years where she managed the day to day operations and administration of the business. In 2015, she became the President at the Myer Financial Group. Sheri coordinates Dave Ramsey’s Financial Peace University in the Tampa Bay area.
She enjoys spending time with her husband, playing the piano, gardening, playing with her Jack Russell, Pepi.
Melanie J. Myer, Vice President
Melanie, a Tampa, Florida native, is a licensed insurance producer in the state of Florida for life, health and variable annuities. She graduated in 2000 from Rhema Bible Training Center in Tulsa, Oklahoma, and has subsequently received both her Bachelor’s and Master’s degree in Theology from Life Christian University in Tampa, Florida. She has a passion for music, and is heavily involved in service to her church and community. She enjoys the outdoors as well as staying fit through exercise and nutrition.
Melanie has spent many years in the financial services industry working in various aspects of office operations, including case management, licensing, and more recently producing. She brings extensive experience in administrative and operations management to the Myer Financial Group.