WMS Retirement Plan Advisor Newtown, PA
Joe's experience in the financial services industry extends more than 25 years. His areas of expertise include fixed income portfolio management, qualified plan consulting, portfolio construction, and investment manager research and due diligence.
In addition to serving clients, he is responsible for the management of the branch office and new business development. Joe attended St. Joseph's College and Stockton State College before entering the securities industry in 1986.