Joe is a Managing Partner and Wealth Advisor that helps individuals and organizations achieve their aspirations and goals by providing them with trusted, reliable, and skillful comprehensive financial and management services both regionally and nationally.
HIGHLIGHTS OF QUALIFICATIONS
• Series 24
• Series 7
• Series 65
• Series 6
• Series 63
• MBA - South University
• BA - University of Pittsburgh
• Life, Accident, & Health Insurance
Joe is a proud veteran, having served in the US Army as an Infantry Sergeant. His professional career consists of working as a Compliance Manager for Dreyfus Investments (Mellon Bank), Regional Manager and Wealth Advisor for PNC Investments, Regional VP for Transamerica, and Wealth Advisor for Citizens Securities. In his many years of experience, he has learned that every client is unique and customizes solutions based on client needs as no two clients are the same.
In his spare time, Joe likes spending time with his family, fishing, boating, hiking, and outdoor recreation. He also prides himself in giving back to charities for veterans and people with disabilities.