Joe brings a wealth of knowledge and experience to Raleigh Wealth Solutions. Since joining the team in 2014, he has developed superb relationships with our firm’s select families.
A Raleigh native, Joe attended North Carolina State University for his undergraduate degree and earned his master’s degree in wealth management and trust administration from Campbell University.
Joe is a financial professional who can offer investment and insurance products and services. He has passed the Series 63 and 65 securities exams, is fluent in alternative investment offerings and holds North Carolina life, variable life and variable annuity licenses. He has also obtained the Retirement Income Certified Professional® (RICP®) designation. Joe’s comprehensive wealth management approach and inventive strategies are an asset to Raleigh Wealth Solutions and its clients.
When Joe is not at work, he enjoys playing soccer and golf and spending weekends at his family’s beach house in Pine Knoll Shores. Joe is married to his high school sweetheart, Natasha, and together they have two kids, Reading and Walker. They also have two Labrador retrievers named Annie and Bear.