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portrait of Joe Federico
FINANCIAL ADVISOR

Joe Federico

AAMS™
20324 E Pennsylvania Ave, Dunnellon, FL 34432opens in a new window
Serving clients with $500,000
CallSend Me a Message

About Joe

My name is Joe Federico and I have been passionate about helping people make sense of their finances for as long as I can remember. I find purpose in helping families work through life events and financial decisions, so they have confidence in their future.

I was born in Providence, Rhode Island, but have lived in Central Florida since 1988. I graduated from the University of Central Florida with a bachelor's degree in finance. After college, I felt a calling to join the United States Air Force Reserves and serve a higher purpose. Throughout my Air Force career, I was...

Focus Areas

  • Wealth Strategies
  • Portfolio Reviews
  • Retirement Income Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Charitable Giving

Work History

  • Edward JonesNovember 2014 to Current
  • United States Air ForceMay 2011 to December 2020

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Central FloridaBachelor of Science

Personal Interests

  • Vintage Cars
  • Traveling
  • Baseball
  • Reading
  • History and Museums

Team Members

  • Barbara Murphy
    Branch Office Administrator
  • Grant Petty
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Phone

(352) 489-9911

Fax

(855) 817-1513

Office Address

20324 E Pennsylvania Ave
Dunnellon, FL 34432opens in a new window

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