Dan Meeker

Client Operations

Dan has been working in the financial services and investment industry since 1993. He started at Legg Mason then left to create his own firm, Meeker Investments, where he eventually supervised 5 Registered Representatives.

He is thrilled to be a part of Pontchartrain Investment Management for the last 7 years, working in client operations. His 27 plus years of experience enables him to provide excellent service for our clients. Dan has 3 wonderful children that he cherishes and loves spending time with. He is very active and spends a lot of time around sports, whether he’s playing, watching, or officiating. He is a member of the Louisiana High School Officials Association and past president of Slidell Youth Basketball Association.

A word from Dan:

"The best customer service is like talking to a good friend. You trust what they say, value their advice, and smile when you hear them say hello. That’s why I enjoy doing what I do."

Schedule a Consultation

If you could benefit from working with a financial professional, let’s talk. We’ll review your portfolio and financial trajectory to see how we can best serve you. We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.

Ready to Contact Us?

Name

Email

Address

Phone

Question

Thank you!

Oops!