Joe is the Founder and President of Stonebrook Wealth Management. As a Registered Investment Advisor, Joe serves as a Fiduciary in all advisory relationships. Joe founded Stonebrook to provide independent and objective financial guidance, investment management, and retirement planning to his clients based on research and principles of behavioral finance. He provides investment and retirement advice to individuals, families, corporate executives, medical professionals, small business owners, and retirees.
In his 17-year career, Joe has served in multiple capacities in the financial industry, leading to seasoned knowledge, experience, and an in depth understanding of the global financial markets. Most notably, Joe has served as Vice President at two leading global investment banks and financial services companies.
Joe has a highly personalized approach with his clients. He is dedicated to their financial well-being and takes pride in simplifying complex situations and concepts. He empowers his clients with the knowledge and guidance they need to help them make informed and educated financial decisions.
Joe is a passionate and vocal advocate for the consumer investor and has actively worked to help bring investors more choice and transparency. In addition to helping his clients, Joe has been a sought-after mentor for other financial professionals and has been involved in the training and mentoring of both new and veteran financial advisors at multiple banks and financial services companies.
Joe graduated Fordham University’s Gabelli School of Business where he earned his Bachelor of Science degree in Business Administration with concentrations in Finance and Economics. He holds FINRA Series 7 and 65 securities licenses with LPL Financial as well as various state insurance licenses.
When Joe’s not at the office, he is spending time with his friends and family, and enjoying outdoor activities including cycling, golfing, and hiking.
Brandon is a Client Relationship Manager at Stonebrook. He manages all day-to-day operations and is dedicated to providing our clients exceptional service. Brandon earned his B.S. from Florida State University, studying Business and Economics. Brandon holds his FINRA Series 7 and 66 securities licenses with LPL Financial as well as various state insurance licenses. He became interested in the financial markets at a young age and knew early on that he wanted to pursue a career in financial services. Brandon is an avid reader on the financial markets. In his free time, he enjoys the outdoors with his dog Jax, and spending time with his friends and family.
Imoni Tull is a Marketing Consultant with LPL Financial who supports the marketing needs of Stonebrook Wealth Management. She earned a B.S. in Journalism and Mass Communications from North Carolina Agriculture & Technology State University and an M.A. in Interactive Media from Elon University. Her passion for digital media and marketing stemmed from her undergraduate program and an internship at a North Carolina-based production company. There she realized the power that digital media had in telling a story and connecting audiences from virtually anywhere. Following her academic achievements, she has marketed for several entrepreneurs and initiatives, including for the European Capital of Culture in 2018. In her free time, she enjoys trying new restaurants, reading new books, and jigsaw puzzles.