With the knowledge that comes from more than 29 years of experience in the financial services industry, Joe helps investors navigate the myriad of available investment options with unparalleled service and personal commitment. From financial planning to comprehensive portfolio management, Joe’s recommendations are made solely in the interest of providing the highest value and benefit to you. He works hard to help you pursue your financial goals with a careful eye on your comfort and risk level.
At Raymond James, Joe has access to the financial expertise and services of one of the largest independent full-service firms not headquartered on Wall Street. If you have a question or concern, he answers promptly, completely, and truthfully. Joe and his team provide all the information you need to make informed decisions, based on realistic expectations.
Joe joined Raymond James in 2016 after 26 years in the business with tenures at Merrill Lynch and Smith Barney. He is a Phi Beta Kappa graduate of Wake Forest University, where he received his undergraduate degree, and has furthered his education through numerous executive management programs at the Yale School of Management and Northwestern’s Kellogg School of Management. He holds the Chartered Retirement Planning CounselorSM (CRPC®) designation from the College of Financial Planning.
Joe has also been a leader and volunteer in the community from the onset of his career. At the age of 22, Joe was elected to the Carmel Central School District Board of Education where he remained for three terms (1991-2000), serving as President for 5 years. He is a past Chairman of Putnam Hospital Center (2004-2006) and presently serves on the Board of Directors of Nuvance Health. He also serves as Chairman of the Putnam Community Foundation, which builds affordable senior housing and gives local grants and scholarships to individuals and charities. When Joe is not busy with work or volunteer efforts, he enjoys running, playing tennis, and spending time with his wife Corrinne and their two children Michael and Diana, ages 19 and 17.