We believe in empowering our clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, we will work with you to create a strategy that works for you.
Peter Meeks has more than 29 years of financial experience and is the Registered Principal and founder of Meeks Investment Management, Inc. Peter founded the firm in order to become an independent advisor with the backing of a large firm. He is most passionate about helping individuals create, maintain and monitor realistic investment plans so clients can feel confident and at ease knowing their financial goals are working to be met. Peter brings to his firm both a broad-based investment experience and passion for understanding clients’ needs.
Prior to joining Wells Fargo Advisors Financial Network, Peter worked at Wells Fargo Advisors, AG Edwards, Interstate Johnson Lane and Smith Barney. Peter is a graduate of Ohio University, College of Business with a Bachelor of Business Administration degree. Peter is also a graduate, with distinction, from the Executive Program for Financial Planning Certification through the University of Georgia’s Terry College of Business. It is a registered program of the Certified Financial Planners Board of Standards Inc. Peter is a board CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 24 Principal License.
When Peter is away from the office, he is either enjoying time with his wife and dog, traveling, cycling or running. He is involved in giving back to his community through the Big Brother, Big Sister program.
Sherri manages operations and provides client support to ensure the client has an overall positive experience. Originally from Virginia, Sherri moved to Georgia at a young age and considers herself a native. She graduated from the University of Georgia and is an avid Bulldog fan. Sherri is a seasoned sales and corporate relationship management professional with over 20 years of experience.
In her free time, Sherri enjoys traveling, spending time with her family and running. She has completed 11 marathons and countless half marathons. Sherri and her husband, Noel, are longtime Sandy Springs residents and have two children, Olivia and Luke and a Miniature Goldendoodle named Georgia.
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