Wealth Manager
Current
Aug 2006 - Present
AeroLeads people directory · profile
Joan Confoy, Cfp®, Cpfa Email & Phone Number
Wealth Manager
at
Global Advisor Group
1 work email found
@raymondjames.com
1 phone found area 727
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Who is Joan Confoy, Cfp®, Cpfa? Overview
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Quick answer
Joan Confoy, Cfp®, Cpfa is listed as Wealth Manager at Global Advisor Group, based in Reston, Virginia, United States. AeroLeads shows a work email signal at raymondjames.com, phone signal with area code 727, and a matched LinkedIn profile for Joan Confoy, Cfp®, Cpfa.
Joan Confoy, Cfp®, Cpfa previously worked as Financial Advisor at Global Advisor Group and Dispute Resolution Industry Arbitrator at Financial Industry Regulatory Authority. Joan Confoy, Cfp®, Cpfa holds Bachelor'S Degree, Business Administration And Management, General from Bentley University.
Company email context
Email format at Global Advisor Group
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*@raymondjames.com
68% confidence
AeroLeads found 1 current-domain work email signal for Joan Confoy, Cfp®, Cpfa. Compare company email patterns before reaching out.
Profile bio
About Joan Confoy, Cfp®, Cpfa
Joan Confoy, Cfp®, Cpfa is a Wealth Manager at Global Advisor Group. She possess expertise in financial advisory, portfolio management, finance, securities, financial modeling and 15 more skills.
Listed skills include Financial Advisory, Portfolio Management, Finance, Securities, and 16 others.
Current workplace
Joan Confoy, Cfp®, Cpfa's current company
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5 roles
Joan Confoy, Cfp®, Cpfa work experience
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Financial Advisor
Global Advisor Group
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.
Dispute Resolution Industry Arbitrator
Financial Advisor
Aug 2006 - Jan 2020
Associate
Oct 1985 - Dec 2002
1 education record
Joan Confoy, Cfp®, Cpfa education
FAQ
Frequently asked questions about Joan Confoy, Cfp®, Cpfa
Quick answers generated from the profile data available on this page.
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 Global Advisor Group?
Joan Confoy, Cfp®, Cpfa is listed as Wealth Manager at Global Advisor Group.
What is Joan Confoy, Cfp®, Cpfa's email address?
AeroLeads has found 1 work email signal at @raymondjames.com for Joan Confoy, Cfp®, Cpfa at Global Advisor Group.
What is Joan Confoy, Cfp®, Cpfa's phone number?
AeroLeads has found 1 phone signal(s) with area code 727 for Joan Confoy, Cfp®, Cpfa at Global Advisor Group.
Where is Joan Confoy, Cfp®, Cpfa based?
Joan Confoy, Cfp®, Cpfa is based in Reston, Virginia, United States while working with Global Advisor Group.
What companies has Joan Confoy, Cfp®, Cpfa worked for?
Joan Confoy, Cfp®, Cpfa has worked for Global Advisor Group, Financial Industry Regulatory Authority, Raymond James, and Columbia Threadneedle Investments, Us.
How can I contact Joan Confoy, Cfp®, Cpfa?
You can use AeroLeads to view verified contact signals for Joan Confoy, Cfp®, Cpfa at Global Advisor Group, including work email, phone, and LinkedIn data when available.
What schools did Joan Confoy, Cfp®, Cpfa attend?
Joan Confoy, Cfp®, Cpfa holds Bachelor'S Degree, Business Administration And Management, General from Bentley University.
What skills is Joan Confoy, Cfp®, Cpfa known for?
Joan Confoy, Cfp®, Cpfa is listed with skills including Financial Advisory, Portfolio Management, Finance, Securities, Financial Modeling, Management, Public Speaking, and Business Development.
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