Joey, a CERTIFIED FINANCIAL PLANNER™, Chartered Retirement Planning Counselor, and Registered Social Security Analyst, has been working in the financial advisory business since 1996. He is a graduate of the University of South Carolina with a BS in Economics and Finance. Prior to Global View, Joey began his career at Merrill Lynch.
Joey enjoys helping clients transition into a comfortable retirement. Joey takes the lead role in the financial planning process. He doesn’t rest until he has dotted every i and crossed every t. He leads clients through a goal-setting process, implementing financial plans, and gaining an understanding of estate planning and charitable giving.
He goes the extra mile to make sure every new client we take on gets the best possible, comprehensive service. He works closely with client’s other professionals. He often meets with estate planning attorneys and accountants with other planning staff.
And because life is what happens when you are making other plans, he helps clients adapt their plans as relationships mature.