Joe joined Raymond James in 2008. He came from Ameriprise Financial, where he served more than 300 clients as a senior financial advisor both on the employee and independent channel. In addition, he provided mentorship and training to 18 financial advisors. He joined Raymond James because of the wide variety of advisor platforms and strong commitment to client service. The firm’s strong reputation continues to be important to Joe, and he strives to help build the firm with financial advisors who also share his passion for a strong culture.
Joe is originally from New England but currently lives in the Tampa Bay area with his wife and two daughters. In his spare time, he’s a sports fan and car enthusiast and enjoys spending time with friends and family. Joe holds Series 7 and 66 licenses and is also a Wealth Management Specialist.