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Alan M
Series 63, Series 65
Lakewood Ranch, FL
Trails Edge Wealth Advisers, LLC
Alan Myers is a financial advisor at Trails Edge Wealth Advisers, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing, Credit Suisse Securities, Deutsche Bank Securities, and Morgan Stanley. He serves as co-trustee of his father's trust. Trails Edge Wealth Advisers provides discretionary and non-discretionary portfolio management services to individuals, including high net worth clients, as well as institutions such as corporations, pension plans, and endowments. The firm uses a combination of asset allocation and multiple analytical methods, integrating third-party model managers and sub-advisers to manage client portfolios.
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