Joy D. Kirsch,  CFP<sup>&reg;</sup> - Financial Advisor

Joy D. Kirsch, CFP®

Registered Rep

Merit Financial Advisors

2625 E. Southlake Blvd, Ste 100
Southlake, TX 76092

Merit Financial Advisors

The Plaza at Turtlecreek, 2828 Hood Street
Dallas, TX 75219
(817) 267-9480 CONNECT WITH Joy
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Joy Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Merit Financial Advisors in Southlake, TX and the surrounding communities.

Financial Advisor Overview

I specialize in helping widows move forward with confidence and a sense of purpose. My focus includes integrating the technical and personal sides of money to bridge the gap to financial well-being and personal wellness.


Financial Advisor Experience

I am a veteran in this industry with over 35 years of helping clients build and protect wealth.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 26, 63

Designations & Certifications

  • Other - Certified Financial Transitionist (CeFT)

Insurance Licenses

  • Life insurance: TX
  • Fixed annuities: TX
  • Variable annuities: TX

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities offered through LPL Financial, member FINRA/SIPC. Financial Planning & Investment Advice offered through Merit Financial Group, LLC, an SEC registered Investment Advisor. Merit is a separate entity from LPL Financial.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Mutual Funds, Real Estate, Insurance, Life Planning, Stocks & Bonds, Tangible Assets, Long-term Care, Sudden Wealth, Women's Finances


Helpful Financial Planning Resources