Joe Hameline, Jr. founded Hameline Wealth Management in 1983. Many of the special client touches we do here today were initiated by Joe in the 1980s. His thoughtful actions let our clients know that they always came first. His sense of reason and the wisdom of age helped him provide sensible, empathetic, and objective guidance. Over his nearly four decade career Joe helped countless clients plan and create their futures, and provide for future generations. After helping so many individuals successfully retire, Joe officially retired from Raymond James in March, 2021.
Joe was an early advocate of financial planning, and is knowledgeable about tax strategies and estate planning. His other specialties include captive insurance regulations, reporting, investment management, liability management, letters of credit, trust accounts, and asset custody.
Before joining Raymond James in 2016, Joe held positions at UBS, Morgan Stanley Dean Witter, and Merrill Lynch. Earlier, he owned and operated a regional construction company for 15 years.
He graduated from Villanova University, where he earned a bachelor’s degree in accounting.
Joe and his wife Pam now live in Florida, where they volunteer with a local food shelf and at a regional hospital. When not helping others, Joe can be found on the golf course, or relaxing on his favorite beach with a good book.