Let’s Turn Your Wealth’s Story Into a Real Page-Turner

Joe leads The Optimal Service Group of Wells Fargo Advisors. Joe joined the firm in 1975. Every year Joe has been named to the Barron’s Top 100 Financial Advisors ranking from 2008-2024. Forbes magazine has named Joe #1 in Virginia on the Forbes Best-In-State Wealth Advisors ranking from 2020-2023. Also, Joe was recognized as one of the Forbes Top 250 Wealth Advisors in 2019. Joe is a frequent guest on Asset TV.com where he discusses trends in the investment environment and provides commentary on the current state of the markets. In 2014 Joe was featured on CNBC Squawk Box discussing risk in the marketplace. He has lectured at the Securities Industry Institute at the University of Pennsylvania’s Wharton School of Finance and Commerce.

CA Insurance License Number: 0C18828. Resident State VA

Past Board Activity:
College of William & Mary Board of Visitors (appointed by Governor)
College of William & Mary’s Endowment Association
College of William & Mary’s James Blair Society
College of William & Mary’s National Campaign Steering Committee
College of William & Mary's Society of the Alumni (President)
Future of Hampton Roads
Hampton Roads Academy
Jamestown-Yorktown Educational Trust
Jamestown-Yorktown Foundation, Inc.
The Williamsburg Community Trust
Virginia Capitol Foundation (Investment Committee Chair)
Virginia Retirement System Investment Advisory Committee
Virginia Retirement System Board of Trustees (Vice Chair)
Williamsburg Community Hospital (Finance Committee Chair)
Williamsburg Community Health Foundation
Williamsburg Landing

<sup>*Disclosures
2024 Barron's Top 100 Financial Advisors: Awarded May 2024; Data Compiled by Barron's based on the time period from Jan. 2023 - Dec. 2023 (Source: Barrons.com). 2023 Barron’s Top 100 Financial Advisors: Awarded April 2023; Data Compiled by Barron's based on the time period from Jan. 2022 - Dec. 2022 (Source: Barrons.com). 2022 Barron’s Top 100 Financial Advisors: Awarded April 2022; Data Compiled by Barron's based on the time period from Jan. 2021 - Dec. 2021 (Source: Barrons.com). 2021 Barron’s Top 100 Financial Advisors: Awarded April 2021; Data Compiled by Barron's based on the time period from Jan. 2020 - Dec. 2020 (Source: Barrons.com). 2020 Barron’s Top 100 Financial Advisors: Awarded April 2020; Data Compiled by Barron's based on the time period from Jan. 2019 - Dec. 2019 (Source: Barrons.com). 2019 Barron’s Top 100 Financial Advisors: Awarded April 2019; Data Compiled by Barron's based on the time period from Dec. 2017 - Dec. 2018 (Source: Barrons.com). 2018 Barron’s Top 100 Financial Advisors: Awarded April 2018; Data Compiled by Barron's based on the time period from Jan. 2017 - Dec. 2017 (Source: Barrons.com). 2017 Barron’s Top 100 Financial Advisors: Awarded April 2017; Data Compiled by Barron's based on the time period from Jan. 2016 - Dec. 2016 (Source: Barrons.com). 2016 Barron’s Top 100 Financial Advisors: Awarded April 2016; Data Compiled by Barron's based on the time period from Jan. 2015 - Dec. 2015 (Source: Barrons.com). 2015 Barron’s Top 100 Financial Advisors: Awarded April 2015; Data Compiled by Barron's based on the time period from Jan. 2014 - Dec. 2014 (Source: Barrons.com). 2014 Barron’s Top 100 Financial Advisors: Awarded April 2014; Data Compiled by Barron's based on the time period from Jan. 2013 - Dec. 2013 (Source: Barrons.com). 2013 Barron’s Top 100 Financial Advisors: Awarded April 2013; Data Compiled by Barron's based on the time period from Jan. 2012 - Dec. 2012 (Source: Barrons.com). 2012 Barron’s Top 100 Financial Advisors: Awarded April 2012; Data Compiled by Barron's based on the time period from Jan. 2011 - Dec. 2011 (Source: Barrons.com). 2011 Barron’s Top 100 Financial Advisors: Awarded April 2011; Data Compiled by Barron's based on the time period from Jan. 2010 - Dec. 2010 (Source: Barrons.com). 2010 Barron’s Top 100 Financial Advisors: Awarded April 2010; Data Compiled by Barron's based on the time period from Jan. 2009 - Dec. 2009 (Source: Barrons.com). 2009 Barron’s Top 100 Financial Advisors: Awarded April 2009; Data Compiled by Barron's based on the time period from Jan. 2008 - Dec. 2008 (Source: Barrons.com). 2008 Barron’s Top 100 Financial Advisors: Awarded April 2008; Data Compiled by Barron's based on the time period from Jan. 2007 - Dec. 2007 (Source: Barrons.com). The Barron’s Top 100 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2019 Forbes Top 250 Wealth Advisors: Awarded September 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19 (Source: Forbes.com). The Forbes Top 250 Wealth Advisors (AKA Top Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
• High Net Worth designates advisors whose account sizes are typically under $10mm, though may have accounts with higher amounts.
• Private Wealth designates advisors whose account sizes are typically $10mm and above, though may have accounts with lower amounts.</sup>