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Joel Potts Email & Phone Number
Associate Financial Advisor
at
Pathway Financial Group
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Associate Financial Advisor
Location
Columbus, Ohio, United States
Company size
Who is Joel Potts? Overview
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Quick answer
Joel Potts is listed as Associate Financial Advisor at Pathway Financial Group, a with 4 employees, based in Columbus, Ohio, United States. AeroLeads shows a matched LinkedIn profile for Joel Potts.
Joel Potts previously worked as Associate Financial Advisor at Hamilton Capital and Paraplanner at Hamilton Capital. Joel Potts holds Bachelor Of Science In Business Administration, Finance, General from The Ohio State University.
Company email context
Email format at Pathway Financial Group
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Pathway Financial Group
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Profile bio
About Joel Potts
I graduated from Ephrata High School in 2019 and I am a senior at The Ohio State University majoring in Finance with a minor in Consumer and Family Financial Services. At Ohio State, I am a NCAA Division I athlete on the Varsity Rifle Team. I am involved in the OSU Student Financial Planning Association as the Vice President where I help to coordinate meetings and the operations of the organization. I volunteer as a coach with Scarlet and Gray Financial where I guide peers on financial topics such as debt and credit. I am also a student leader with Cru, which is a Christian organization on campus. I spend time in discipleship with students and help to lead a Bible study.My goal is to gain experiences through internship opportunities that will help me in a future career of financial planning. With the minor that I am pursuing, I will have the coursework necessary to take the Certified Financial Planner exam soon after graduation.
Current workplace
Joel Potts's current company
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Pathway Financial Group
7 roles
Joel Potts work experience
A career timeline built from the work history available for this profile.
Associate Financial Advisor
Paraplanner
Jan 2023 - Apr 2023
Intern
In this role I spent a lot of time working with the team at Master’s Advisors. I learned in depth about the process and facilities that the firm uses to serve clients in every aspect of their financial life. I enjoyed exploration into eMoney planning and Salesforce systems especially. I shadowed many client meetings and much of the behind-the-scenes work that goes into serving a client well. I also worked on a project for the firm contacting clients to update some missing records. Overall it was an incredible experience with a unique and special firm.
Jul 2022 - Aug 2022
Summer Intern
In this role, I am learning all aspects of the business including accounts receivable, accounts payable, and sales, among other accounting practices vital to the financials of Fillmore Container. I am also learning how to navigate and operate the Microsoft Dynamics GP accounting software. Other areas that I am hoping to be trained in this summer are order fulfillment and Amazon sales.
May 2022 - Jul 2022
General Laborer
T. Glenn Horst And Sons Inc.
Feb 2018 - Dec 2021
Team & coworkers
Colleagues at Pathway Financial Group
Other employees you can reach at pathwayfinancial.biz. View company contacts for 4 employees →
3 education records
Joel Potts education
Bachelor Of Science In Business Administration, Finance, General
Bachelor Of Science - Bs, Finance, General
High School Diploma
FAQ
Frequently asked questions about Joel Potts
Quick answers generated from the profile data available on this page.
What company does Joel Potts work for?
Joel Potts works for Pathway Financial Group.
What is Joel Potts's role at Pathway Financial Group?
Joel Potts is listed as Associate Financial Advisor at Pathway Financial Group.
Where is Joel Potts based?
Joel Potts is based in Columbus, Ohio, United States while working with Pathway Financial Group.
What companies has Joel Potts worked for?
Joel Potts has worked for Pathway Financial Group, Hamilton Capital, Summit Financial Strategies, Inc., Master'S Advisors, Inc., and Fillmore Container.
Who are Joel Potts's colleagues at Pathway Financial Group?
Joel Potts's colleagues at Pathway Financial Group include Deborah Stetter, Matthew Marte, and Zachary Horst.
How can I contact Joel Potts?
You can use AeroLeads to view verified contact signals for Joel Potts at Pathway Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Joel Potts attend?
Joel Potts holds Bachelor Of Science In Business Administration, Finance, General from The Ohio State University.
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