Joseph DiVestea,

With the knowledge that comes from more than 36 years of experience in the financial services industry, Joe helps investors navigate the variety of available investment options with dedicated service and personal commitment. From financial planning to comprehensive portfolio management, Joe's recommendations are made solely in the interest of providing high 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 for Financial Planning.

Joe has also been a leader and volunteer in the community from the beginning of his career. At 22 years old, Joe was elected to the Carmel Central School District Board of Education where he remained for three terms from 1991 to 2000, serving as president for five years. He was the chairman of Putnam Hospital Center from 2004 to 2006 and presently serves on the Board of Directors of Nuvance Health. When Joe is not busy with work or volunteer efforts, he enjoys running, playing golf and tennis, and spending time with his wife, Corrinne, and their two children, Michael and Diana.

Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.

Raymond James is not affiliated with the above organizations and/or charitable causes.