Joseph Meylor, CFP®

Associate Financial Planner, Carter Advisory Services

Professional

Joe assists the Financial Planners of Carter Advisory Services as they develop reviews of clients’ formal financial plans – a key element of helping clients identify and achieve their financial goals.

Education

Joe received a Bachelor of Business Administration in Finance from The University of Wisconsin-Whitewater in December of 2015. He earned the CFP® designation in 2019.

Personal

In 2018, Joe moved from Madison, Wisconsin to Dallas, Texas. He enjoys golfing, traveling, and supporting Wisconsin athletics.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.