Dail Meikle

CFP®, CEPA
Financial Advisor

Meet Dail

Dail Meikle is a Financial Advisor based in Phoenix, Arizona with 40 years of experience in the field.

With more than three decades of experience in the financial services industry, Dail Meikle is a Financial Advisor at Meikle Financial Group. He started working for the firm with his father in 1983, where he began his career processing paperwork and providing back-office support. Dail then took some time off to continue his formal education at BYU. When he returned to the firm, he began meeting with clients and creating financial plans and preparing income tax returns. When his father retired in 1997, Dail took over.

Dail is a CERTIFIED FINANCIAL PLANNER™ professional and a CERTIFIED EXIT PLANNING ADVISOR (CEPA®) professional and a member of the Financial Planning Association. He holds his Series 7, 31, 63, and 24 registrations and is also licensed for insurance. Away from the office, Dail has been active in the Boy Scouts of America for most of his adult life. He also enjoys scuba diving, bow hunting and spending time with his family.

Dail was married in 1982 and he and his wife Kim have seven children and 15 wonderful grandchildren – so far! He considers his family his greatest treasure on earth.


CPA/tax planning services not offered through CWM, LLC

 

 

Qualifications

Icon/Paid Volunteer Day Created with Sketch. Experience
  • 40 years financial industry experience
  • 5 years with Meikle Group
2. Icon / 2. Decorative / Product / Fee Trades Copy Certifications
  • CFP®
  • CEPA
Professional Memberships
  • FPA