Chad Meisner

Chad Meisner

Financial Investments

404-983-7813

I've been married for 22 years to my amazing wife, Stephanie, and have two great kids, Paige & Ava. I grew up in Western Massachusetts, went to college in Rhode Island, then moved to Atlanta before the Olympics in 1995. I'm also a proud Eagle Scout!

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Members I've Invited

Nancy Lewis

Nancy Lewis

Sponsorship

Ameriprise Financial Services

Ameriprise Financial Services

770-434-7083

2859 Paces Ferry Rd, SE
Suite 1160
Atlanta, GA 30339

Website

My best client is one that is genuinely interested in their own financial success and wants a written plan to achieve it. I don't have account minimums to work with me, but appreciate it when my time, experience, and advise are valued and respected.

Company

Team

PowerLinks Certificate 03/31/2016
7-Minute Presentation Workshop 04/06/2015
InfoMinute Seminar 02/23/2015
Orientation Essentials 12/03/2014

Development

Emory Team

Introduced by:

Joined on 11/19/2014

Leadership

TeamCoOrdinator
ParticipationCoOrdinator 12/07/2020
MembershipCoOrdinator 10/01/2021
MentorCoOrdinator

Membership

5-year Pin 12/04/2019
3-year Pin 11/29/2017

Team

At Endurance Planning Group we have a very structured process that we take our planning client through. Not only does it help us stay on track and focused on next steps, but clients really like how we are constantly outlining their next steps as well. Planning is a partnership and only works well when both parties understand their roles, responsibilities, etc. Once clients complete their “homework,” they can move on to other priorities they may have. We have heard it over and over again from our clients that they believe that part of our job as their advisor is keeping them on track. I’m more than happy to add that to my list of responsibilities.

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