Experience Makes all the difference

Joe joined UBS in 2009 as Vice President of Investments and Director of the Plymouth, MI office where he oversees 23 advisors and over $2 billion in assets. From 2002 through 2009, Joe was a manager and Financial Advisor with Smith Barney in Ann Arbor, MI. Joe joined Smith Barney following nine successful years at Merrill Lynch. Joe specializes in comprehensive and advanced financial planning as well as global portfolio management including the "Market Edge" investment suite of strategic and tactical portfolios. He received a Bachelor of Arts in Economics from the University of Michigan - Ann Arbor in 1991. Joe lives in Northville with his wife of 20 years, Janine, and his two children, Joey and Paige.

 

*Financial planning services are provided in our capacity as registered investment advisors.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Branch Manager/Financial Advisor

Plymouth, MI

February 2009 - Present

Smith Barney

Branch Manager/Financial Advisor

Ann Arbor, MI

March 2002 - February 2009

Merrill Lynch

Financial Advisor

Livonia, MI

June 1993 - March 2002

Education

  • Bachelor of Arts in Economics from the University of Michigan- Ann Arbor

Licenses

  • Series 7, General Securities Representative
  • Series 9 & 10, General Securities Sales Supervisor
  • Series 31, Managed Futures Representative
  • Series 63, Uniform Securities State Agent

Registered States:

AZ, CA, CO, CT, FL, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI