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 clients’ other professionals. Together with other planning staff he often meets with estate planning attorneys and accountants.
And because life is what happens when you are making other plans, he helps clients adapt their plans as relationships mature.
Clients often come to Global View asking if they can retire. When they can they settle into a retirement lifestyle, where the major consideration is rarely leaving assets to heirs. But as the years wear on, and it becomes more likely an inheritance will be left, the focus changes to one of making sure estate planning is correctly implemented.
Joey is a member of the Greenville Estate Planning Council and the Spartanburg Estate Planning Council. He is involved with Miracle Hill Ministries, a former member of the Governing Board, chairing their investment committee. He currently teaches a financial planning class and is a mentor for their addiction recovery programs, Overcomers, and Renewal.
He is on the Greenville Leadership Council for the South Carolina Christian Foundation. Joey serves on the Board of Directors for the Spartanburg Community College Foundation and the Union County Economic Development Board. Joey was recognized by Gov. Nikki Haley as an Ambassador of Economic Development for South Carolina.
When he is not working or volunteering, Joey enjoys reading, hiking, and the mountains. He and his wife, Kathryn, are lifetime residents of South Carolina and actively involved at Rocky Creek Church in Greenville.