Joe Staples, CFP®

Experience

• 

  Citizens Bank

  Jan 2006 - Jan 2011

  Assistant Manager
• 

  Marlin Capital Solutions

  Jan 2011 - Apr 2017

  Top ranked and highly motivated sales professional responsible for identifying, developing, and sustaining beneficial finance partnerships and strategic programs with equipment and software vendors nationwide. Primary focus on key accounts and national programs. Responsible for originating and developing financing partnerships with equipment vendors in the security, telecommunications, computer hardware / software, and other industries. 2013 ALOA Baltimore, 2013 ASIS NYC, 2012 Interop NYC, 2012 Hitec Baltimore

  • Senior Strategic Account Manager

    Jul 2014 - Apr 2017

  • Business Development Manager

    Jan 2011 - Apr 2017
• 

  Edward Jones

  May 2017 - Feb 2018

  Financial Advisor
• 

  Vanguard

  Mar 2018 - Jan 2024

  • Senior Financial Advisor

    Feb 2023 - Jan 2024

  • High Net Worth Financial Advisor

    Oct 2020 - Feb 2023

  • Financial Advisor

    Mar 2018 - Oct 2020
• 

  Occident Wealth Management

  Jan 2024 - now

  Director of Financial Planning

  Passionate about guiding individuals and families towards financial success, I am a seasoned Wealth Manager with a proven track record of delivering personalized and strategic financial solutions. With nearly two decades of experience in the financial industry, I specialize in crafting comprehensive wealth management plans tailored to meet my clients' unique goals and aspirations.I am always eager to connect with individuals who are passionate about achieving financial success. Let's explore how my expertise can help you reach your financial goals. Show less