Joe is a Certified Financial Planner Professional, a Chartered Special Needs Consultant, and a Wealth Advisor at Levy Wealth Management Group. Joe is dedicated to providing customized wealth management services to our diverse group of clients. Joe joined the Levy Wealth Management Group in 2013. Prior to joining the team, Joe was an assistant portfolio manager at Lockwood Advisors in King of Prussia, PA, where he specialized in asset allocation implementation and customization of plans for high-net worth individuals. Joe is currently Series 24, 7 and 66 registered with LPL Financial and he also maintains his life and health insurance license. He received a B.S. in Organizational Managemen