As a Merrill Lynch Wealth Management Advisor, Joe offers a highly disciplined, goals-based process & approach. Joe is a CERTIFIED FINANCIAL PLANNER™ professional in conjunction with the University of Virginia and earned his Bachelor’s Degrees in Finance & Marketing at the University of South Carolina’s Darla Moore School of Business.

Joe collaborates with clients on wealth building, preservation, and succession planning to help ensure multi-generational financial stability. As a Certified Exit Planning Advisor®, he adds strong value to executives and founders of private & public companies in preparation of major liquidity events. He is passionate about building long-term relationships with families and being a consultant to all with closely held interests.

When he’s not working, Joe is a long-distance runner, has a passion for golf and enjoys travel. He volunteers his time with various organizations: as Vice Chair of the DC Gamecock Alumni Association, and is a Member of the following Boards: Darla Moore School of Business Young Alumni, Leadership Committee of the Gridiron Club/Military Bowl Foundation Inc., StreetWise Partners DC, and Washington Jesuit Academy Auxiliary.

Joe’s commitment to his practice, clients, and community is what drives him as a Wealth Management Advisor.