Financial planning

We offer trusted guidance that is always driven by your financial goals.

  • Client engagement
  • Goal articulation and validation
  • Goal development and progress
  • Retirement planning
  • College funding
  • Estate planning
  • Major purchase
  • Rainy day savings
  • Debt usage

IF YOU’RE READY TO GET YOUR FINANCIAL
HOUSE IN ORDER

Contact Joe

LET’S CONNECT VIA
EMAIL OR PHONE TODAY.

JOE KERSEY

LPL Financial Advisor

Private Executive Wealth Management

3420 Electric Rd Ste 2C
Roanoke, VA 24018

1-800-919-5910

joe.kersey@privateexecutivewm.com