Joe is a native of Buffalo, New York. He earned his BA degree at the State University of New York at Buffalo in 1978. After being employed in the family business, Joe established and ran his own successful company until 1997.

In 1997 Joe and his wife of thirty years relocated their family to Lakewood Ranch, Florida. He joined Block Financial Advisors and obtained his many licenses including supervisory licenses. Looking to advance his career he joined Morgan Stanley in Venice, Florida in 2001 and became Branch Manager. He was the co-founder of the Business Networking International Venice Chapter, and was active in the Make-A-Wish Foundation.

Joe enjoys spending time with his wife, Yvette, their four children, Joseph III, Sherrie, Marie and Renee. Joe is a proud grandfather to Tyler, Joey & Landon.

You can rely on Joe’s over thirty years of investment experience to help guide you in today’s dynamic investment environment.

Remember House Calls? Joe is one of the few advisors that will still make a house call. Whether it is in the comfort of your own home, senior center, assisted living facility or in our Lakewood Ranch office, Joe looks forward to welcoming you to Raymond James and the wealth service team where our clients’ best interests always come first.