MEET Joe
Joe Davis, CFP® has been working in the financial services industry since 2008 when he began his career with HSBC USA in New York City. He earned his Certified Financial PlannerTM designation in 2013. Joe hosted several seminars at HSBC’s international Circle of Excellence Award Conferences held in Singapore, Paris, and Kuala Lumpur.
With a client base that ranges from retirees to executives and young professionals, Joe seeks to provide customized investment advice and solutions to every client based on their individual needs and goals.
By focusing on several financial specialties including portfolio construction, retirement planning, cash-flow management and tax-harvesting strategies, Joe helps his clients navigate the full scope of financial solutions that best fit their needs.
Joe graduated from St. Joseph's Collegiate Institute (SJCI) in Buffalo, NY where he is an inductee into the St. Joe's Sports Hall of Fame. At Vassar College he earned a Bachelor of Arts in Economics, and achieved minors in Music Theory and Hispanic Studies while holding the role of captain of the Varsity Basketball team. Joe is a proud husband and father of two. In his spare time he enjoys playing the piano, golfing, and travelling.
ABOUT STONEBRIAR
When I founded Stonebriar, I wanted to build a firm where people could feel confident about their money and enjoy the life they’re working so hard to create. I believe that everyone has the opportunity to achieve something great, and that having an honest, caring financial advisor can make all the difference.
I take the time to get to know each client personally. I want to understand your goals, your loved ones, and what financial freedom means to you. Whether you’re starting a new family, preparing for retirement, or planning to provide for future generations, I help you build a plan that gives you clarity and peace of mind.
I follow thoughtful, research-based strategies and choose flexible investments that fit your life. My approach is built on transparency and trust. I charge a simple fee based on the size of your portfolio, I do not earn commissions, and there is no cost for financial planning.
At Stonebriar, my goal is to help you not only manage your money, but also enjoy your finances, your family, and your future.
17
Years of Experience
