I joined our practice in the summer of 2011. I have enjoyed getting to know and help out so many of the great families that we work with. In addition to being a Financial Advisor, I like to think that I am providing new and fresh ideas, as well as a tech savvy approach to our business. I focus a lot of my time working on our technical analysis and portfolio reviews using tools such as Morningstar™ Advisor Workstation, as well as the wealth of resources available from Raymond James. I hope to further compliment our practice by reinforcing our focus on small business owners and their financial needs.
I lived in the Wilmington/Talleyville, DE area for a long time before moving to Maryland with my family in 2015. After graduating from Salesianum School in 2001, I later earned my Associates degree in Engineering Drafting and Design Technology from Delaware Tech in 2006. In 2009, I decided to go back to school to attain my Bachelors degree from Drexel University and graduated in 2011.
My wife and I have six wonderful children that keep us quite busy. We enjoy being actively involved in our church and spending time outdoors. Additionally, I am an avid guitar player and passionate car enthusiast.
Joe holds the following securities licenses:
Series 7, 66.
In addition to a Life/Accident & Health insurance license.