Joseph Meylor, CFP®, CPWA®

Financial Planner, Carter Advisory Services

Professional

Joe is a CERTIFIED FINANCIAL PLANNER® professional and Certified Private Wealth Advisor® who provides tailored financial planning and investment management strategies for business owners, executives, and wealthy families to navigate complex planning needs with clarity and purpose.

At CFM, Joe works closely with clients to develop and maintain comprehensive financial plans. His process emphasizes goal prioritization and focuses on common planning areas, including tax mitigation, multigenerational estate planning, and wealth preservation, aligned with each client’s unique vision.

Before joining CFM, Joe served as a Paraplanner at Brennan Financial Services, where he supported firmwide planning efforts and helped recommend and implement investment strategies for the firm’s largest clients. He began his career as a Financial Advisor with Merrill Lynch, operating as a sole practitioner focused on new client acquisition, customized portfolio design, and holistic planning.

Education

Joe received a Bachelor of Business Administration in Finance from the University of Wisconsin-Whitewater in December of 2015. He attained the CFP® designation in December of 2019. He completed the CPWA® Certification Program at Yale School of Management and attained the CPWA® designation in January of 2024.

Personal

Originally from Wisconsin, Joe lives in Plano, Texas, with his wife, Christina, and their two children. He enjoys golfing, traveling, and spending time with family.