Joe brings over 20 years of dedicated financial services experience to Bangor Savings Bank, where he now specializes in managing after-tax investment accounts, IRAs, and a variety of trust accounts. A graduate of the Maine Business School at the University of Maine, Orono, Joe has developed a comprehensive background in banking and finance, gaining valuable expertise across multiple facets of the industry.
Since joining Bangor Savings Bank in 2016, Joe has served as a Branch Manager in the Augusta, Maine retail market and, in 2022, transitioned to the Wealth Management team. In his current role, Joe provides personalized investment strategies and trust management solutions that align with each client’s unique financial goals.
Outside of work, Joe is a true Maine outdoorsman who enjoys exploring the state’s natural beauty. Whether he’s hiking in the woods or spending time on the lake with family and friends, Joe embraces the outdoor lifestyle Maine has to offer. For clients seeking a knowledgeable and experienced wealth manager, Joe offers tailored financial guidance and trusted support. Connect with Joe today to learn more about wealth management options for your financial future.
States Serviced
Wealth Management Products:
NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE
Bangor Wealth Management of New Hampshire LLC is a wholly-owned subsidiary of Bangor Savings Bank.