My work at Meira...

 

I am responsible for leading the Meira team in strategy and execution. I'm passionate about building organizations and connecting people. I'm committed personally to ensuring that not only the big picture is right, but that the details necessary to achieve that big picture goal are also in place. I enjoy working hard and cultivating meaningful and long-lasting relationships.

 

I'm also committed to building great cultures. Culture can mean a lot of things to different people. To me, it means creating an environment that is safe, that inspires people to be their best, and that allows people to pursue individual goals – while at the same time collaborating as part of a team effort and, ultimately, finding a place where they are fulfilled and can thrive.

 

… and beyond.

 

I've spent the better part of my career driving business development and growth within the financial services space. First at Morgan Stanley as a Financial Advisor, Sales Manager and eventually the number two member of a leadership team that ran one of Morgan Stanley’s flagship Complexes in San Francisco with over 150 financial advisors. Then at Sterne Agee (now Stifel), where I was privileged to lead an outstanding group of financial advisors and client associates as Western Regional Director and at BNY Mellon's Advisor Solutions where, as a Senior Business Development Officer, I mentored professionally managed, growth-oriented Financial Advisor Teams as they evaluated the business opportunity of becoming an independent registered investment advisor (RIA).  I also currently serve as an Independent Director on the board of Polygon Global Partners, LLP, an open-ended hedge fund and private equity manager based in London. I hold a BA and MA in Music (Conducting) from the University of California, Davis.

 

Giving back to the community has always been important to me and I've served and led a number of non-profit and community efforts over the years. I currently serve as the Chairman of the Albert McNeil Jubilee Singers and also serve on the Advisory Board of the African American Sacred Music Center at California State University, Dominguez Hills.

 

I'm also a sometime-professional musician as a conductor and singer. Over the years, I've had the privilege to conduct or perform with a number of ensembles (orchestras, wind ensembles, and choruses) in the San Francisco Bay Area including serving as Assistant Conductor of the San Francisco Symphony Chorus, a baritone in the San Francisco Opera Chorus and a countertenor in the Choir of Men and Boys at Grace Cathedral.


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Insights
Linda Lubitz Boone, CFP®
President
September 28, 2021
What’s in a Name? The Lubitz Financial Group is now Meira!
The Lubitz Financial Group logo, a tree, was originally conceived after our founder Linda Lubitz Boone discovereda 1912 postcard to her great grandfather from his local bank.
Deborah Badillo, CFP®
Client Advisor
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Shopping With Purpose
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Jorge Padilla, CFP®
Principal, Senior Client Advisor
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We're committed partners, working alongside our clients to illuminate possibilities, create a financial roadmap, and help them pursue a quality life, reimagined.
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