Broker Check

Comprehensive Customized Solutions

FPA Private Wealth Management offers comprehensive, customized solutions across a wide array of financial solutions, partnering with estate planning, taxation, business valuation, and other specialized professionals. The firm’s disciplined protocol allows for an in-depth understanding of each client’s unique wealth management expectations. Insights gained from this proprietary methodology enables the team to develop the most appropriate strategies for each distinct situation.

Darryl Meyerovitz

Darryl 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...

Read more
Dani Meyerovitz

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...

Read more
Mark Spalding

Mark Spalding

Executive Wealth Manager

For two decades, Mark has advised high net worth individuals and families experiencing a variety of financial issues including divorce, business sales, retirement planning, and inheritance. Mark brings to FPA his extensive...

Read more
Jay Fullerton

Jay Fullerton

Insurance Benefits Specialist

Shelley Williams

Shelley Williams

Senior Operations Manager

Amber Shelley

Amber Shelley

Client Relationship Manager

Muriel McCleskey

Muriel McCleskey

Administrative and Client Support

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."