Joe Meyer is an experienced manager within RJFS Regional Management. His primary focus is supporting and providing business improvement initiatives for over 400 financial advisors within the Central Region. His expertise in consulting on the advisory process dovetails well into his role of advocating for adoption and integration of the firm’s and affiliated advisors’ shared resources. This experience deepens the content and clarity of educational initiatives that Joe develops for advisor study groups, conferences and ongoing coaching efforts.
He joined the Raymond James family in 1997. Since that time, he has managed the Advent support department, and led the development and consulting of advisor-facing software that supported our advisors’ individualized advisory process. Joe earned a bachelor’s degree from Western Illinois University and currently holds the Series 7, 24 and 66 securities licenses. He joined Regional Management in November of 2013 as an assistant regional director.
Joe enjoys spending time with his wife, Alyssa, and their daughter, Hannah.