Chief Compliance Officer
Series 7, Series 24, Series 66, North Carolina Insurance License
Joe joined Synergy Wealth Management in 2005. He began his career at Merrill Lynch. Joe has a son Jack who recently graduated from the University of North Carolina Chapel Hill.
He is also the Chief Compliance Officer of Synergy Investment Group, Inc.
Securities Offered Through SA Stone Wealth Management, Inc.
Advisory Services Offered Through Synergy Investment Group, Inc.
Insurance Products Offered Through Synergy Insurance Group
Synergy Investment Group LLC and Synergy Insurance Group, Inc are not affiliated with
SA Stone Wealth Management