Joe Kersey, AAMS®, CRPC®
Joe joined EGP WM in June 2024 after spending years in the securities industry. Most recently with Edward Jones and as Owner of Private Executive Wealth Management. Joe spent years in corporate America, servicing some of the world's largest and most demanding firms. Clients love his desire to understand their concerns and his ability to help them manage their market emotions. His approach allows him to properly assess client risk, create laser-focused portfolios and accurately create financial plans in an effort to reach client goals. Joe enjoys great relationships with financial media and personalities. He has had the opportunity to interview many for the Sounds Like Money Show™ and bring that breadth of knowledge to his clients.
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