Joe SherburneJoseph Sherburne
Associate Wealth Advisor

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Joseph (Joe) Sherburne is an Associate Wealth Advisor in the Beacon Pointe Milwaukee office and is responsible for partnering with the investment and financial planning teams to provide the firm’s clients with a personalized wealth management experience. His duties include investment strategy implementation, asset allocation modeling, portfolio performance reporting, and client services. Prior to joining Beacon Pointe, Joe was a financial advisor with Prudential. Joe graduated summa cum laude with a degree in financial economics from the University of Maryland, Baltimore County (UMBC). While at UMBC, he played basketball and was named Academic All-America Team Member of the Year in NCAA men’s Division I basketball and was a captain of the first-ever 16-seed to defeat a 1-seed in men’s March Madness. Outside the office, Joe enjoys spending time with his four nieces and soon-to-be nephew; playing basketball, golf, and any other sports he can; and wedding planning with his fiancée, Gretl.


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