Joe is a Certified Financial PlannerTM and Investment Advisor Representative. He has served the financial planning needs of the Baltimore/Washington Metropolitan area for over 20 years. He has worked with CEOs and other Board members of Fortune 500 companies, members of congress and other celebrities over this time period. Prior to founding Advocate Investing Services, Joe was a Vice President with Fidelity Investments for four years and a financial representative for the eight years prior to that. Joe is a licensed financial representative with Linsco/Private Ledger. He is licensed in insurance, managed futures and securities as well as a Registered Investment Advisor. Joe and his wife, Dena are involved with many local charitable groups including the University of Maryland Foundation and the Make a Wish Foundation.