I have been with our team here at Raymond James since mid-2011. Since then, I have enjoyed getting to know and help so many of the great families that we work with. In addition to being a Financial Advisor, I try to provide a new and fresh approach to the business. I focus a lot of my time on our technical analysis and portfolio reviews, as well as long-term retirement and cash flow planning using the wealth of resources available from Raymond James. I hope to further complement our practice by reinforcing our focus on small business owners and their financial needs.
I spent much of my life in Delaware and graduated from Salesianum School in 2001. I later earned my Associates degree from Delaware Tech in 2006. In 2009, I decided to go back to school while working full-time to attain my Bachelors degree from Drexel University and graduated in 2011.
My wife and I have lived in Maryland since 2015 and we have six wonderful children that keep us quite busy. We enjoy being actively involved in our church, spending time outdoors, and attending many of our kids’ school track meets and other athletic events. In my spare time, I like to play guitar and enjoy all things car related.
Joe holds the following securities licenses:
Series 7, 66.
In addition to a Life/Accident & Health insurance license.
