Joel Nesbitt

Investment Adviser Representative


Joel joined our team in 2020 and serves our clients by building retirement plans, along with the reviews for those plans as time moves forward. It’s important for a plan to be reviewed periodically with Joel, as things can change over time — from lifetime events such as the loss of a spouse, to small but important line-item changes like a new address.

Joel is a graduate of Slippery Rock University, where he studied finance. He holds insurance licenses for life, accident and health and currently holds a Series 65 license for securities and trading.

Away from the office, Joel is using his spare time to find the next great concert — he loves live music! He also is into bodybuilding and enjoys numismatics — the study and collection of coins, currency and medals. Show him your favorite coin!