With more than 24 years in the financial services industry, Joe works closely with families and professionals to help them address each of their financial objectives and move toward the future with confidence. Compassionate and knowledgeable, he has expertise in comprehensive financial planning services as well as portfolio management.
Joe has also attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning.
Before joining Raymond James, Joe was a financial advisor with UBS and NFP Securities. He began his career as a registered principal helping to run four offices for Cigna Financial Advisors in Southern California, before becoming a Regional Vice President for several insurance companies such as Allianz, Pacific Life and Transamerica. Joe earned a bachelor’s degree in economics from the University of Connecticut and completed coursework toward an MBA.
Joe volunteers his time as a financial literacy instructor with Project 180 in an effort to reduce recidivism locally at the Sarasota County Jail. He also practices mixed martial arts in his spare time, including Muay Thai, Boxing, Brazilian Jujitsu and Combat Submission Wrestling.
Originally from Newington, Connecticut, he lives in Sarasota and has two daughters, Layna and Nora.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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.