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. He has passed the Series 7, 63 and 65 securities exams, 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 and its clients.
When not at work, Joe enjoys playing soccer and golf and spending weekends at his family beach house in Pine Knoll Shores. He is married to his high school sweetheart, Natasha, and they have a young son, Reading. They also have a lovable dog, Tilden.