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.
After working as a partner at Laidlaw & Co. since 2020, Joe established Stonebriar Wealth Management LLC. In 2021.
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
Stonebriar Wealth Management was founded with a simple belief: everyone deserves the opportunity to live confidently and enjoy the life they’re working so hard to build.
At Stonebriar, we take the time to truly get to know our clients — their goals, their families, and what “financial freedom” means to them. Whether you’re building a future for a new family, planning thoughtfully for retirement, or preparing to pass on your legacy to the next generation, we’re here to help you create a plan that brings peace of mind today and clarity for tomorrow.
We follow thoughtful, research-driven strategies and flexible investment approaches designed to help you feel confident in your financial journey. Our transparent fee-based model is straightforward and fair — no commissions, no hidden charges, and no fees for financial planning. Just honest guidance from a partner who cares as much about your success as you do.
Because at Stonebriar, it’s not just about managing money — it’s about helping you enjoy your finances, your family, and your future
17
Years of Experience
