As a skilled financial advisor with a wealth of experience, Joe joined Pelican Wealth Advisors in 2023 following the successful merger of his RIA firm with the company. His impressive career trajectory has seen him hold advisory positions with prestigious firms such as Merrill Lynch, where he honed his skills and gained invaluable insights into the industry. Joe is a licensed series 66 and series 7 representative, and he also holds his life, health, and annuity license.

Joe is an integral part of the team at PWA, working closely with Dr. Frank and the team to manage client relations, conduct research, and build financial plans. His expertise and professionalism have already made a significant impact on the company’s success, and he continues to be an invaluable asset.

Originally from Virginia, Joe moved with his family to SWFL in 2006, where he has made his home ever since. When he’s not working, he loves to spend time with his family and explore new destinations. Joe attended the University of South Florida, where he graduated with a Bachelors of Arts and Sciences in 2015.

Phone : (239) 287-3146
Email : Frank@pelicanwealth.com