Meyer Cheikin
Senior Vice President
Boca Raton, FL
(561) 620-2122
Financial Professional holding Series 7, 15, 63, and 65 licenses
Investment Advisor with Herbert J Sims Capital Management, an affiliate of Herbert J Sims. (Series 65 license)
“Planning is not a single event—it is a process. As your life circumstances change, so must your investment strategies. I am here to help my clients stay on course towards meeting their objectives.”
With over 40 years of experience in financial services, Meyer is dedicated to helping individuals and families maintain, build and pass on their wealth. Meyer works with his clients to design custom wealth planning strategies targeted to specific needs and goals to help clients grow, preserve and maintain wealth now and for generations to come.
Helping to ensure your wealth continues to work in support of the goals you have established takes careful planning and monitoring.
Meyer has a Bachelor’s of Science Degree in Quantitative Analysis from the University of New Haven and the Navel Science Institute at Yale University. After graduation, he spent the next seven years as an Officer and Pilot in the U.S. Navy. Meyer began his financial career at Merrill Lynch. In 1982, Meyer moved to Smith Barney where he spent the next 26 years. Meyer moved his practice to Wells Fargo (formerly Wachovia Securities) and relocated from Connecticut to Naples, Florida. In 2012, he joined Westport Resources Investment Services. In 2016, Meyer relocated to the Boca Raton area and joined HJ Sims.