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Joseph Myer, CFP®

Joseph Myer, CFP®

Financial Consultant

Followers of Joseph Myer, CFP®2000 followers
location of Joseph Myer, CFP®Ashburn, Virginia, United States

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  • Timeline

  • About me

    President, Chief Investment Officer - I help business owners and executives manage their wealth with the same rigor they use in their business, protect generational wealth, and reduce their taxes using our PWP System.

  • Education

    • Georgetown University

      2005 - 2006
      Accredited Certificate Program Financial Planning

    • University of Wyoming

      1995 - 1999
      Bachelor of Science - BS

    • Harvard University

      2017 - 2021
      Master of Arts - MA Finance, General 3.80

      Activities and Societies: Dean's List Academic Achievement Award

    • University of Wyoming

      1995 - 1999
      Bachelor of Science - BS Agricultural Business and Management

      Activities and Societies: Alpha Tau Omega Fraternity - President; Wyoming Rugby Team

    • Clarke County High School

      1991 - 1995
      High School

  • Experience

    • A.G. Edwards & Sons, Inc.

      Nov 1999 - Sept 2007
      Financial Consultant

    • Merrill Lynch Wealth Management

      Sept 2007 - Jul 2021
      Wealth Management Advisor, First Vice President

    • Courser Capital Management, LLC

      Jul 2021 - now
      President, Chief Investment Officer

      Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.•Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less

  • Licenses & Certifications

    • Certified Plan Fiduciary Advisor

      NAPA National Association of Plan Advisors
      Dec 2020

    • Retirement Accredited Financial Advisor

      Merrill Lynch Internal
      Jan 2019

    • Personal Investment Advisor

      Merrill Lynch Internal
      May 2015

    • Certified Financial Planner

      CFP Board of Standards
      Sept 2006