Joe is a senior partner and financial advisor at J.M. Franklin & Company, LLC. He has over 40 years’ experience in the financial industry working with successful individuals, families and small businesses.
The son of Irish immigrants, Joe was born and raised in the Bronx, NY. He attended Cardinal Spellman High School and from there journeyed west to Indiana to attend St. Joseph’s College.
After college Joe began working for New York Life. A few years later he decided that many of his clients needed more services then were currently being offered. They needed financial planning assistance for themselves, for their children, for their future. It was at this time that he would decide to incorporate his own business and develop into a company that would service all of his client’s financial needs and planning for their future.
Since starting the business in 1973, Joe has continued his education in finance earning his Masters in Financial Services, his Chartered Financial Consultant designation and his Chartered Life Underwriter designation. Joe is registered with FINRA where his has received his Series 1, 63 and 65. He has received many awards and honors during his career.
Joe has been married to Kathy for 50 years. They have 3 boys and 6 grandchildren who they love spending time with. When he’s not in the office, he can usually be found on the golf course or traveling with Kathy.