Joe began his investment industry career in 1981 and joined Stifel in 2020.  Throughout his career, Joe has guided his clients through a variety of market environments.  He specializes in serving business owners and executives who are nearing or in retirement, helping them identify their future financial needs and pursuing their envisioned goals.  Along with Joe Jr., he is a portfolio manager in Stifel’s Solutions Program, a discretionary advisory services program.  For clients who choose these services, he is able to adapt strategies designed to combine customized investment management with the ability to quickly react to market conditions. 

After a 35-year career with Merrill Lynch, Joe joined Stifel in 2020 along with his son, Joe Jr. They were drawn by the firm’s shared commitment to putting clients’ interests first.  Joe has also served as a financial advisor with E.F. Hutton and Investors Diversified Services.  He earned a B.S. from Michigan State University and an MBA from the University of Detroit Mercy.

Born and raised on the east side of Detroit, Joe lives in Auburn Hills, Michigan, with his wife, Audrianne.  He stays active in his community and has served as chairman for North Oakland YMCA and for the North Oakland Foundation capital campaign.  He is proud to have led a fundraiser to build a new YMCA facility in Auburn Hills.  He has also served as the Commodore of the North Star Sail Club in Harrison Township, Michigan.  Outside the office, he enjoys sailing and yacht racing.

The Solutions program requires a minimum investment, which varies by strategy.  Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program.  Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio.  You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.

Joe has helped his clients plan for the important goals in their lives for nearly 20 years.  Having attained the Chartered Retirement Planning Counselor^TM, Certified Private Wealth Advisor®, and Certified Plan Fiduciary Advisor designations, he specializes in serving investors who are transitioning to and living in retirement, as well as corporate executives and professionals.  Along with Joe Sr., he is a portfolio manager in the Stifel Solutions Program, a discretionary advisory services program.  For clients who choose these services, he is able to adapt strategies designed to combine customized investment management with the ability to quickly react to market conditions.  

After a 14-year career with Merrill Lynch, Joe joined Stifel along with his father, Joe Sr., in 2020.  He and his father were drawn to the firm’s client-first culture and emphasis on acting with integrity.  Joe earned a B.A. from Michigan State University and holds Series 7 and 66 securities licenses.

Joe lives in Rochester Hills, Michigan, with his wife, Allison, and three sons, Joey, Jacob, and James, and their dog, Piper.  Outside the office, Joe enjoys spending time with his family, sailing, playing golf, cycling, and mountain biking.

The Solutions program requires a minimum investment, which varies by strategy.  Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program.  Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio.  You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.

Faith began her financial services career in 2019 as an intern with the Moceri Wealth Management Group at Merrill Lynch.  She earned a B.S. in Finance from Oakland University and rejoined the team full time, and supported the team as they transitioned to Stifel in 2020.  She is responsible for building a strong rapport with clients and helping to ensure accurate maintenance on client accounts.

Outside the office, Faith enjoys spending time with family and friends, making art, and hiking.