John Meyer, CFP®
Wealth Advisor
LPL Registered Rep
FL Insurance Lic #W120205
Being an individual that thrives on helping others succeed, John takes a comprehensive approach to wealth management. Working hand in hand with his clients to gain a clear understanding of their goals, objectives, and desires. John crafts custom tailored, tax sensitive planning and investment advice to guide his clients towards their present and future dreams.
John understands that wealth management is far more than simply buying and selling securities for clients. Managing client wealth is about having a personal connection and sharing a vested interest in their current and future wellbeing.
John joined Partners Retirement and Wealth Management after spending 10 years with Charles Schwab in the greater Orlando area. John is a native Floridian from Tampa, Florida. He received his Bachelor of Science focusing on Finance and Insurance from the University of Florida and holds several licenses and designations.
- Series 7, 66, 63, 9, and 10 held through LPL Financial
- Certified Financial Planner™
In his leisure time, John enjoys spending time with his wife, son, and 3 stepdaughters. He’s an avid outdoorsman that enjoys fishing, boating, hiking, golf, sporting events, and travel.