Joe began his career in the financial services industry in 2018 as a Financial Advisor for AIG Retirement Services. Now with Raymond James, Joe assists families and individuals solve complex financial problems with an emphasis on developing a robust and dynamic financial plan. He helps clients define goals and implement tailored strategies to see those goals come to fruition.
His experience includes:
- Employer/employee benefit education
- Comprehensive financial planning
- Retirement planning
- Education planning
- Insurance planning
- Estate planning
- Longevity planning
- Portfolio analysis
- Risk Management
Originally from Northern Virginia, Joe earned a bachelor’s degree in Business Management from James Madison University in Harrisonburg, VA. He enjoys snowboarding, hiking, golfing, boating, fishing and exploring the natural beauty around his home of Saint Petersburg, Florida
