Joan Confoy, Cfp®, Cpfa

Joan Confoy, Cfp®, Cpfa Email and Phone Number

Wealth Manager at Global Advisor Group @ Global Advisor Group
Joan Confoy, Cfp®, Cpfa's Location
Reston, Virginia, United States, United States
Joan Confoy, Cfp®, Cpfa's Contact Details

Joan Confoy, Cfp®, Cpfa work email

Joan Confoy, Cfp®, Cpfa personal email

Joan Confoy, Cfp®, Cpfa phone numbers

About Joan Confoy, Cfp®, Cpfa

Joan Confoy, Cfp®, Cpfa is a Wealth Manager at Global Advisor Group at Global Advisor Group. She possess expertise in financial advisory, portfolio management, finance, securities, financial modeling and 15 more skills.

Joan Confoy, Cfp®, Cpfa's Current Company Details
Global Advisor Group

Global Advisor Group

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Wealth Manager at Global Advisor Group
Joan Confoy, Cfp®, Cpfa Work Experience Details
  • Global Advisor Group
    Wealth Manager
    Global Advisor Group Aug 2006 - Present
    Reston, Virginia, United States
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  • Global Advisor Group
    Financial Advisor
    Global Advisor Group Jan 2020 - Present
    Reston, Va
    Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Global Advisor Group are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
  • Financial Industry Regulatory Authority
    Dispute Resolution Industry Arbitrator
    Financial Industry Regulatory Authority Jan 1997 - Present
    Washington D.C. Metro Area
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  • Raymond James
    Financial Advisor
    Raymond James Aug 2006 - Jan 2020
    View
  • Columbia Threadneedle Investments, Us
    Associate
    Columbia Threadneedle Investments, Us Oct 1985 - Dec 2002
    Boston, Massachusetts
    View

Joan Confoy, Cfp®, Cpfa Skills

Financial Advisory Portfolio Management Finance Securities Financial Modeling Management Public Speaking Business Development Strategic Planning Business Planning Program Management Wealth Management Microsoft Office Retirement Planning Research Budgets Investment Advisory Instructional Design Investment Strategies Asset Allocation

Joan Confoy, Cfp®, Cpfa Education Details

Frequently Asked Questions about Joan Confoy, Cfp®, Cpfa

What company does Joan Confoy, Cfp®, Cpfa work for?

Joan Confoy, Cfp®, Cpfa works for Global Advisor Group

What is Joan Confoy, Cfp®, Cpfa's role at the current company?

Joan Confoy, Cfp®, Cpfa's current role is Wealth Manager at Global Advisor Group.

What is Joan Confoy, Cfp®, Cpfa's email address?

Joan Confoy, Cfp®, Cpfa's email address is jo****@****mes.com

What is Joan Confoy, Cfp®, Cpfa's direct phone number?

Joan Confoy, Cfp®, Cpfa's direct phone number is +172736*****

What schools did Joan Confoy, Cfp®, Cpfa attend?

Joan Confoy, Cfp®, Cpfa attended Bentley University.

What skills is Joan Confoy, Cfp®, Cpfa known for?

Joan Confoy, Cfp®, Cpfa has skills like Financial Advisory, Portfolio Management, Finance, Securities, Financial Modeling, Management, Public Speaking, Business Development, Strategic Planning, Business Planning, Program Management, Wealth Management.

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