Specialties: Personal Finance Specialist, Tax-efficient Investment advising, Income Strategist, Charitable PlanningHaving entered the financial services industry in 1996, I have built a clientele that consists of individuals as well as small business owners. My practice is geared towards fee-based asset-allocation models for my individual clients and employer sponsored retirement plans for my business clients. Knowledge and Full Disclosure play key roles in helping my clients work toward their financial goals. Call Me: Cell # 336-908-3399 or Email me: joe@gatecityadvisors.comA longtime resident of Greensboro, NC I stay active in my community. I regularly teach workshops and seminars with local professionals on comprehensive financial planning how to effectively run a company retirement plan. I serve on two homeowners associations in addition to contributing my time to the Greater Greensboro Merchants Association. I also belong to the Greensboro Chamber of Commerce and the Summit Chapter of the Greensboro Rotary.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra As), an affliliate of Kestra IS. Gate City Advisors, LLC is not affiliated with Kestra IS or Kestra AS.This profile is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872). https://bit.ly/KF-Disclosures