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 advisory 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 has a real knack for Python and machine learning. He saw the potential these tools had in reshaping the financial industry and didn’t hesitate to dive in. Using these skills, he’s been able to blend traditional financial analytics with modern tech solutions. At Pelican Wealth Advisors, Joe’s been key in bringing fresh, tech-driven strategies to the table, helping clients navigate the ever-changing financial landscape with confidence. Working closely with Dr. Frank and the team, he not only manages client relations and builds financial plans but also infuses the firm’s strategies with data-driven insights.
Originally from Virginia, Joe moved with his family to SWFL in 2006, where he has made his home ever since. When he’s not merging the worlds of finance and technology, he loves to spend time with his family and explore new destinations. Joe attended the University of South Florida, where he graduated with a Bachelor of Arts and Sciences in 2015.
Phone : (239) 634-9395
Email : Joe@pelicanwealth.com