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Joseph SmithFinancial Advisor
Phone: 908-322-2400 Joseph Smith, is a Certified Financial Planner (™) and Investment Advisor Representative. Joe has more than 28 years of financial service experience. He spent the first 20 years with Donaldson, Lufkin & Jenrette, Inc. as an institutional equities trader. He started his career as a financial advisor with Morgan Stanley in 2002 and then moved to A.G. Edwards in 2004. He joined SagePoint Financial in November of 2007. Joe has an MBA degree in Finance from Pace University and a BS degree in Accounting from Marist College. He hold the series 7, 63 & 65 securities registrations and is a licensed insurance agent in NJ and NY. Joe and his wife Kay live in Convent Station,NJ with their three children Natalie, Connor and Kimberly. He is active with the Madison Rotary Club. He is also a member of the FPA (Financial Planning Association). 
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501 Park Ave. Phone: 908-322-2400 |
*Securities and Investment Advisory services offered through SagePoint Financial, Inc., A Registered Broker Dealer, Member FINRA/SIPC and A Registered Investment Advisor.
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