Financial Professional, RJFS
How do you empower your clients to live their Signature Life?
I pride myself in my ability to take difficult financial concepts and explain them to clients in a clear concise manner. My goal is always to bring “Wall Street to Main Street”.
What does your life look like outside of the office?
My passion and conviction for my clients is a direct correlation to the family values instilled in me by my parents and extended family. Growing up in Northeastern Pennsylvania, my grandparents immigrated to the United States from Italy to work in the coal mines. At an early age, I was taught Faith, Family, and Work Ethic are the keys to life.
What can you tell us about your professional journey?
My career in financial services started more than 28 years ago. As a Wholesaler working for major Investment Firms such as Lord Abbett and Lincoln Financial Distributors, I worked with retail clients, Financial Advisors, and Institutional Clients. After relocating to North Carolina in 1999, I was able to build my business from a start-up territory to a multibillion business. Having participated in over 1000 client seminars, and institutional finals presentations.
FUN FACT: Joey played NCAA Division III college football serving as Captain his Senior year and was voted All American Receiver. He says the highlight of his career was playing in the NCAA Division III National Championship.
Managing Your Money Doesn’t Have To Be Complicated
When you have a plan, you can make decisions confidently,
knowing that you're living your life intentionally.