Tabitha LeTourneau, CFP®, CPWA®MANAGING DIRECTOR
Tabitha LeTourneau Meyerer is a CERTIFIED FINANCIAL PLANNER TM (CFP ® ) and Certified Private Wealth Advisor® professional. Tabitha specializes in personal financial analysis and strategic multi-generational financial planning for complex, affluent families. As a Managing Director of United Capital Financial Advisers, Tabitha is responsible for the overall Family Office operations including client service coordination, implementation of investment strategy, financial planning, concierge services, and compliance monitoring.
With over nineteen years of experience, Ms. Meyerer has extensive knowledge in relationship management for families with significant wealth. Her expertise includes coordinating and implementing various financial services, such as strategic financial planning, investment implementation, risk management, and estate planning. Prior to co-founding Excelsior Capital Advisors, LLC, Ms. Meyerer held executive service positions for RSM McGladrey, Inc. and SunTrust Bank.
Ms. Meyerer earned her bachelors of Business Administration degree in Finance and Management from the University of Florida in 1999. In addition, she obtained her Certification in Private Wealth from the Investments & Wealth Institute® with education and curriculum from the University of Chicago Booth School of Business.
Ms. Meyerer served as Treasurer on the Unicorn Children’s Foundation Board for many years and remains an active advocate. She has chaired several main fundraising events for the Unicorn Children’s Foundation and the Boca Raton Historical Society.