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Your Team

Darryl L. Meyerovitz

CEO

Darryl Meyerovitz, founder and CEO of Financial Planning Associates, established an independent financial services boutique in Dallas in 1982, after the sale of his financial wealth management practice in Johannesburg, South Africa. In...

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Dani Meyerovitz, CFP®

President

Dani began his career in 2000 with UBS in New York. After spending two successful years working in various aspects of investment management and research, which developed his strong analytical knowledge base, he moved to Dallas and...

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Jay Fullerton

Insurance Benefits Specialist

jay@finplaninfo.com

Jay joined our firm in 2007 with a focus on devoting his considerable skills to services offered by the Firm. He has proven to be a strong resource to our firms capacity for analyzing, evaluating, and implementing complex insurance...

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Shelley Williams

Senior Operations Manager

shelley@finplaninfo.com

Shelley joined our firm in June of 2000, bringing her distinct combination of a broad creative background, together with strong organizational and problem-solving skills. Her ability to oversee the essential aspects of day-to-day client...

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Amber Shelley

Client Relationship Manager

amber@finplaninfo.com

Amber began her career in financial services at our firm in August of 2006. She was able to quickly perform at a very high level. Her focus and intense attention to detail is an essential component of her ability to contribute to the...

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Muriel McCleskey

Administrative and Client Support

muriel@finplaninfo.com

Muriel joined the FPA Private Wealth Management team in 2019 to assist the firm in the many administrative and procedural requirements that maintain our organization’s goal of maximum operational excellence. Her considerable...

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