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portrait of Joey Scheerle
FINANCIAL ADVISOR

Joey Scheerle

CFP®, ChFC®, AAMS™
6975 Professional Pkwy E Ste A, Lakewood Ranch, FL 34240opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About Joey

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your loved ones. I spend the time needed to help you prepare for achieving your various goals for example your retirement strategy, estate and tax considerations, higher education cost strategies and how your multiple goals are accomplished.

The financial markets will continue to evolve in their complexity and require a broader understanding of...

Focus Areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Retirement Savings Strategies
  • Business Retirement Plans

Work History

  • Edward JonesJanuary 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Florida State UniversityMaster of Science
  • Florida State UniversityBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Hockey
  • Personal Fitness
  • Traveling

Team Members

  • Mandy McMahan
    Sr. Branch Office Administrator
    FPQP®
  • Tessa Fetten
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(941) 355-0932

Fax

(888) 841-2334

Office Address

6975 Professional Pkwy E Ste A
Lakewood Ranch, FL 34240opens in a new window

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