Joe McLeod brings a wealth of knowledge and experience to Raleigh Wealth Solutions. Since joining the team in 2014, Joe has developed superb relationships with Raleigh Wealth Solutions’ 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 at Campbell University. Joe maintains his Series 63 and 65 license in good standing, is fluent in alternative investment offerings, and holds North Carolina life, variable life, and variable annuity licenses. His comprehensive wealth management approach and inventive strategies are an asset to Raleigh Wealth Solutions. Joe loves having the ability to help people accomplish their goals and having a significant impact on their lives as they plan for and transition into retirement. If you’ve met Joe, you’ll agree he can be described as “Calm, Cool, and Collected,” a demeanor which lends well to his ability to build relationships with our select families.

When not at work, Joe enjoys spending time with his family, including “adventuring” around local parks. He is married to his high school sweetheart, Natasha, and together they have two kids, Reading and Walker.  Joe enjoys exercising, including Kettlebells or biking the Greenway at Umstead Park. He can often be found playing soccer with his daughter, fishing with his son, and spending weekends at his family beach house in Pine Knoll Shores. As big dog lovers, Joe and his family have two Labrador retrievers named Annie and Bear.