Joe Robertson is a Investment Advisor at Maridea Wealth, where he helps individuals, families, and business owners develop personalized financial strategies to build, preserve, and transfer wealth.

His passion for financial planning began while working in Morgan Stanley’s Estates and Beneficiary department, where he witnessed the importance of comprehensive planning during life’s most significant transitions.

Joe holds a Bachelor of Science in Business Administration from the University of South Florida and has earned the Chartered Retirement Plans Specialist™ (CRPS®) designation.