As a client liaison, Joe goes out of his way to provide personalized service and establish professional relationships. His background in communications and retirement plan policies and regulations helps him in his current role supporting the team and fielding client requests and questions. In addition, he helps prepare client goal plans, incorporating the details with accuracy.
Prior to his current position, Joe worked in retirement plan services for the Raymond James home office, educating branches about Raymond James policies and IRS regulations. A University of Alabama graduate, he has earned both a Bachelor of Arts in Political science and a Master of Public Administration degree.
Originally from Huntsville, Alabama, Joe lives in Atlanta. He and his fiancée, Joy Buford, plan to wed in June 2021. In his free time, Joe enjoys traveling, hiking, reading and playing with his dog.