As a Financial Planning Associate, Joe is responsible for providing support to wealth advisors and associate wealth advisors in preparing financial plans and analyzing data. He works closely with clients to process requests such as deposits, distributions, new account processes and account maintenance.
Joe earned his Bachelor of Science in Business Administration in Finance with a minor in Marketing from Youngstown State University. Joe completed an internship in both Operations and Asset Management with JFS before joining as a Client Relationship Specialist.
When he’s not at work, Joe enjoys spending time with family and friends and watching sports. He is also a keen fisherman.
