For well over 25 years, Joe III has been helping clients pursue their goals, and navigate their benefits and compensation programs. He cares deeply for people, and our clients rely on him in all phases of their lives.
His honesty, empathy and strong work ethic are evident to all who know him. He is adept at putting people at ease, regardless of the situation. He makes sure that the most exacting clients know what they can expect from him, our team and their financial plan.
The professional designations he holds, Certified Financial Planner™ practitioner, Chartered Financial Consultant® and Chartered Life Underwriter®, equip him with the specialized knowledge to help clients with the essential financial matters of their lives.
Joe III joined the team in 1998 and made the transition to Raymond James with them in 2016. Early in his career, Joe III worked in human resources and sales at Allstate. He is a graduate of St. Lawrence University, where he earned a bachelor’s degree in economics.
Throughout his career, Joe has been dedicated to serving his community. He currently serves as trustee of the board of The University of Vermont Health Network. He has served as chair of Make-A-Wish Vermont and treasurer of the Visiting Nurse Association, Crime Stoppers, Leadership Champlain and United Way of King County (Seattle Area).
Originally from upstate New York and South Burlington, Vermont, Joe III lives in Shelburne, Vermont, with his wife, Dawn. They have two children, Allie and Justin. In his free time, he enjoys golf and skiing.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.