Associate Wealth Advisor
Joey is an Associate Wealth Advisor and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their financial goals. Among his duties are investment strategy implementation, portfolio performance reporting and asset allocation modeling. Prior to joining Beacon Pointe, Joey worked as a Financial Analyst at Canterbury Consulting where he provided investment analysis for ultra-high net worth clientele. Joey was raised in Kingston, Jamaica and Fort Lauderdale, Florida prior to graduating from Cornell University with a degree in Economics and a specialization in Financial Planning. Outside of work, he enjoys landscape photography, traveling, and relaxing with friends and family.