Joe Davis, CFP® has been working in the financial services industry since 2008 when he began his career with HSBC USA in New York City. He earned his Certified Financial PlannerTM designation in 2013. Joe hosted several seminars at HSBC’s international Circle of Excellence Award Conferences held in Singapore, Paris, and Kuala Lumpur.
With a client base that ranges from retirees to executives and young professionals, Joe seeks to provide customized investment advice and solutions to every client based on their individual needs and goals.
By focusing on several financial specialties including portfolio construction, retirement planning, cash-flow management and tax-harvesting strategies, Joe helps his clients navigate the full scope of financial solutions that best fit their needs.
After working as a partner at Laidlaw & Co. since 2020, Joe established Stonebriar Wealth Management LLC. In 2021.
Joe graduated from Vassar College where he was captain of the basketball team, earned a Bachelor of Arts in Economics, and achieved minors in Music Theory and Hispanic Studies. Joe is a proud husband and father of two. In his spare time he enjoys playing the piano, golfing, and travelling.