Joe is a managing director at Mercer Advisors and a senior wealth advisor in the Regis Group. As managing director for the mid-Atlantic markets he oversees six wealth management offices and serves as a member of both the senior leadership team and the Mercer Advisors investment committee.
Joe joined Mercer Advisors in 2015 and has more than 20 years of experience in the financial services industry. Prior to joining Mercer Advisors, he was a senior financial advisor at Merrill Lynch Wealth Management.
Joseph holds dual master’s degrees in finance and business management from Johns Hopkins University, a B.A. in business administration from the University of Lynchburg, and he is a CERTIFIED FINANCIAL PLANNER® Professional. Joseph lives in Alexandria, Virginia with his wife and three children.
Durham
5726 Fayetteville Street Suite 202 Durham, North Carolina 27713