Joe is dedicated to recruiting prospective clients and providing financial education to our current professional athlete clients, such as how to establish a strong financial foundation. He has the ability to break down even the most complex financial concepts so any client can grasp them.

His carefully measured approach

Joe reviews clients’ portfolios to evaluate performance and assess the probability of meeting their goals. He strives to help each client pursue generational wealth and determine what “wealth is freedom” means to them.

Clients appreciate his accessibility and attention to detail. As an Accredited Asset Management Specialist™, he is well-versed in investments, insurance, tax, retirement and estate planning issues.

A solid background

Joe first joined our team in 2018 as an intern and participated in the Raymond James Advisor Mastery Program, designed to provide the training and support to prepare him for a career as a financial advisor.

He is a graduate of Rutgers University, where he earned a bachelor’s degree in economics and was a sports writer for The Daily Targum, the student newspaper.

A personal note

Joe is originally from Freehold, New Jersey, and now lives in Red Bank, New Jersey. In his free time, he enjoys the beach, playing golf and exercising.