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Al Meadows, MBA, CFP® |
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Al serves as a Wealth Manager working directly with clients to
develop a cohesive strategy to meet their most complex goals and
needs. This comprehensive approach covers wealth management
issues in the areas of tax, estate planning, investment
management, business succession planning, corporate stock option
planning, insurance, retirement and charitable planning. He also
serves on the firm's investment committee.
Prior to joining Creative Planning, Al worked for Fidelity
Investments as a Vice President, Senior Account Executive
managing a practice of over $800 million for 400 families across
15 states. The majority of his career at Fidelity was spent
working with individual clients assisting them with their
financial needs.
Al received his Bachelor of Business Administration degree in
Financial Services and Planning from Baylor University and
graduated with a Masters of Business Administration degree from
the University of Dallas. Al holds the CERTIFIED FINANCIAL PLANNER ™ designation.
Al lives with his wife Amy, his two sons Dawson and Hogan, and
his daughter Madeleine. In his spare time, Al enjoys activities
such as his children's soccer, basketball, chi kwon do and
gymnastics. Al also enjoys golfing as well as spending time with
his family and friends. |
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