User was viewed 511 times (total).
Joel joined Raymond James in 1999, starting as an intern for the firm’s 6th largest financial planning team. In 2004, Joel became the Branch Operations Manager for the Miami office. In 2007, he was promoted to the South Florida Complex Administrative Manager. In 2013, Joel became one of the firm’s youngest branch managers, managing three locations, Miami, Miami Beach, and Dadeland. His offices manage over $3.2 billion. The Miami branch is consistently a top 5 producing branch for Raymond James & Associates.
In 2007, Joel received the prestigious Raymond James & Associates Operations Manager of the Year award1. In 2013, Joel was honored by Legacy Magazine as one of the top 40 under 40 Black Leaders in South Florida2. In addition to Joel's management responsibilities, he also works with AM Wealth, managing the stock ideas, covered calls and IPO strategies. Joel believes in creating customized financial solutions for each client to meet their personalized goals and objectives.
Joel is from Washington, D.C. and graduated from the University of Miami with a Bachelor’s in Business Administration, majoring in Finance with a minor in Psychology. Joel received his CFP Certification from New York University. He is currently entering his third year of the three year Securities Industry Institute Executive Education program at the University of Pennsylvania's Wharton School of Business.
News & Updates
This website is for informational purposes only and does not constitute an offer or solicitation to sell shares or securities. Any such offer or solicitation will be made only by means of an investment's confidential Offering Memorandum and in accordance with the terms of all applicable securities and other laws. This website does not constitute or form part of, and should not be construed as, any offer for sale or subscription of, or any invitation to offer to buy or subscribe for, any securities, nor should it or any part of it form the basis of, or be relied on in any connection with, any contract or commitment whatsoever. EB5Projects.com LLC and its affiliates expressly disclaim any and all responsibility for any direct or consequential loss or damage of any kind whatsoever arising directly or indirectly from: (i) reliance on any information contained in the website, (ii) any error, omission or inaccuracy in any such information or (iii) any action resulting therefrom.