Providing professional financial service since 1984, Doug Meyer has built a loyal client base by offering sound financial advice and excellent service. He specializes in serving the needs of high-net-worth individuals, particularly in the areas of investment, retirement and estate investment planning. In 2011, Doug was honored to receive the Wells Fargo Advisors Spirit Award, which is designed to recognize not only professional accomplishments but also their contributions to the causes and communities an advisor cares about.
In 2014, Doug was named one of the nation's top 400 Advisors by Financial Times*. He is a member of the Wells Fargo Advisors Ambassador Program, comprised of a select group of Financial Advisors, managers and support staff that are asked to share their voice – the voice closest to the client – as it relates to significant firm-wide topics at Wells Fargo Advisors to help improve client service.
Doug began his investment career with Paine Webber, where he served for 10 years before joining a predecessor of Wells Fargo Advisors. Every year since 2006, Doug has been named a Premier Advisor. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by three or more of the following: length of service with the firm, completion of educational components, business production and professionalism. Doug also holds the CERTIFIED FINANCIAL PLANNER™ certification. A graduate of Rutgers, where he earned a bachelor's degree in accounting and business, Doug also earned a law degree from the University of Illinois College of Law.
Active in his community, Doug serves on the board of directors for a local children's charity and is a member of the League of American Theatres and Producers. In addition, Doug has won two Tony Awards as a producer for "The Producers" and "Hairspray."
Doug is married and has one son. Doug is a die-hard Cubs fan and enjoys participating in sporting activities.
*The Financial Times Top 400 Advisors rankings are based on data provided by investment firms. Factors include assets under management, experience, industry certifications, online accessibility and compliance record. Investment performance and financial advisor production are not explicit components.
Neil Cooper has achieved a distinguished career in financial services by providing exceptional personal service and putting his clients' interests first. Providing advice since 1984, Neil specializes in investment and retirement planning for successful individuals and their families.
Before joining a predecessor of Wells Fargo Advisors in 1992, Neil served as a vice president and financial advisor for Paine Webber. He holds his Series 7, 63, 65 and 31 securities registrations, as well as his life, health and long-term care insurance and annuities licenses.
Neil earned a bachelor's degree in business from Arizona State University in Tempe, AZ and an MBA in marketing from Roosevelt University in Chicago. A Chicago native and devoted family man, Neil is married and has three daughters. He enjoys playing competitive baseball as a member of the Men's Senior Baseball League.
Jacob Drescher joined the Cooper Meyer Wealth Management Group of Wells Fargo Advisors in 2014. As an Associate Vice President – Investment Officer, he focuses on comprehensive planning for client at all stages of career and life. Additionally, he works closely with clients on portfolio management and construction, with a special interest in investment planning and management for nonprofit organizations. In 2018, he was acknowledged as a Premier Advisor, a distinction held by a select group of Financial Advisors within Wells Fargo Advisors, in only his fourth year in the industry.
Prior to joining CooperMeyer Wealth Management, Jake worked for 13 years in the nonprofit sector. His roles included Director of Development of the Make-A-Wish Foundation, and Executive Director of Children's Oncology Services. He also worked as a consultant with Grenzebach, Glier & Associates, focusing on large scale capital campaign strategy and structure.
He received his undergraduate degree from Indiana University, Kelley School of Business, and his Master's in Business Administration from the Quinlan School of Business at Loyola University Chicago.
Jake currently sits on the Board of Directors of the Abraham Lincoln Presidential Library Foundation, and continues to volunteer with some of his favorite charities including Cradles to Crayons and Lurie Children’s Hospital. An avid cyclist, Jake completed his first Half-Ironman Triathlon in 2016, and is in training for another race in 2020. Jake lives in Glencoe with his two boys, Zachary and Hudson.
*The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by three or more of the following: length of service with the firm, completion of educational components, business production and professionalism.
In financial services, as in any business, a reputation for quality service and integrity is earned by creating satisfied, knowledgeable customers. Backed by more than 20 years of client service experience, Sue Beck understands each client's need for a superior level of service and has keen insight into building effective professional relationships. She has extensive experience in client services and operations, and she was an assistant to several branch managers.
Sue's is the first voice clients hear when they call our group, and her talents and organizational skills are vital to the group's operations. She is responsible for responding to client needs and ensuring that any problems are resolved quickly and efficiently. She also handles client information requests, new accounts and incoming transfers, retirement plan distributions, check requests, document processing, reviewing daily account transactions and managing account cash requirements.
Sue is a member of Wells Fargo Advisors Ambassador Program, which is a select group of Financial Advisors, managers, and support staff that are asked to share their voice – the voice closest to the client – as it relates to significant firm-wide topics at Wells Fargo Advisors to help improve client service.
Sue earned a bachelor's degree from the University of Denver. Sue enjoys sports and the outdoors, family time, cooking, old movies, and she has a son who is the apple of her eye.
Thea Isaacson, who joined the Cooper Meyer Wealth Management Group of Wells Fargo Advisors in 2013, started in the industry in 1983. She has successfully completed the Series 7, 63, 66 FINRA registrations, and she received her BA from Wittenberg University. Thea is a registered client associate who provides the team with administrative and operational support, and she is able to enter trades when your financial advisor is away from the office. Thea provides high-quality customer service and understands the importance of answering all client requests in a timely, professional manner.
In her free time, Thea enjoys spending time with her two daughters, horseback riding, and reading.
Comprised of three financial advisors and two client associates, our team spans multiple generations. We have built our team in this way in order to provide a continuity of premier service and valued experience, so our clients know that one of us will always be there to work with them, and their heirs, for the years ahead.
We believe successfully managing client wealth requires a focused, systematic financial advisor. We view our group as a team of problem-solvers who are responsible for developing investment strategies geared toward the unique needs of wealthy investors.
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