Joseph Garrison, CFP®, AIF®
Joining in 2020, Joe Garrison is a Managing Director and Advisor in the Fulton, Annapolis, and Salisbury, MD offices. Joe works with individuals and families to design comprehensive solutions which synchronize all aspects of their financial lives including the areas of investments, taxes, insurance, estates, and trusts. He also has extensive experience working with corporate executives to maximize the value of their equity compensation and benefit plans. Driven by a passion to serve others, Joe finds it particularly rewarding to deliver clients the confidence that comes from knowing that all aspects of their financial life are in order.
Prior to joining Wealthspire, Joe spent 21 years at a predecessor firm as a Partner and Advisor. In his tenure, he helped to build and grow the award-winning firm, serving for nearly 10 years as Director of Investment Research and Chair of the Investment Committee.
Joe is an active board member and chair of the finance committee for Leadership Howard County, which is a non-profit organization that seeks to inspire and connect local leaders to make Howard County the best place to live, work and play.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
