Private Executive Wealth Management was founded by industry veteran Joe Kersey, AAMS®, CRPC®, who has a long and diverse career listening to and serving clients. From an early age, Joe learned the importance of keeping his word and earning the trust of others – values that continue to drive all of Joe’s interactions.
Hungry for knowledge, Joe graduated college with a bachelor’s degree in mathematics, with honors, at age 19. He then began a career in information technology, with a focus on quality and security. His early professional experience working for a defense contractor established his commitment to serving clients in a confidential manner.
Joe transitioned to an IT sales role, where he became a trusted advisor to some of the world’s largest corporations. He designed tailored solutions for high-profile clients by focusing on their financials. He sought innovative ways increase his clients’ return on investment by lowering costs and increasing efficiencies. In this role, he felt a deep sense of responsibility to serve the best interests of his clients.
It was a natural transition for Joe to combine his technical and financial backgrounds to build a financial services practice. He continues to put his clients’ interests first in every decision, while ensuring the utmost confidentiality. Joe strives to build long-term relationships by listening to his clients’ needs and developing custom financial plans to help them manage their goals.
Joe has earned the Accredited Asset Management SpecialistSM and Chartered Retirement Planning CounselorSM designations from the College for Financial Planning. He has passed the Series 7 and 66 security registrations held with LPL Financial and holds various insurance licenses.
If you’re ready to get your financial house in order, Contact Joe for a complimentary, no-obligation consultation.
