Joseph has over 17 years of wealth management experience offering clients access to a comprehensive range of services, including sophisticated retirement planning and investment portfolio management, and a full complement of wealth preservation and transfer services. Joseph joined Integral Investment group in 2017 and he has been with LPL Financial since 2009. He began his investment management career with Merrill Lynch in 2004.
Joe earned his MBA from Wake Forest University and has his Bachelor’s degree in Business Administration and Management from Bloomsburg University of Pennsylvania. He holds his FINRA Series 7, Series 66, Series 24 and Life & Health Insurance Licenses.
In his spare time, Joe enjoys spending time with his family and friends, and being an active member in his community. Joseph resides in Kingston with his wife, Jan, and their three children.