Joseph M. George, CFP®

Managing Director
Investments

Office

Phone: 561-246-6963 | Fax: 561-472-0965

Address

3825 PGA Blvd, Suite 601
Palm Beach Gardens, FL 33410

Florida State University
- Bachelor of Science in Finance

Nova University
- MBA

Joseph has the expertise and background to deliver valued advice as he has started, owned, and managed successful businesses. He has also served in several capacities in banking; including holding posts of retail, commercial lender, and branch manage.

He is a second generation Floridian and his grandfather was one of the pioneers of Delray Beach, Florida; settling in the state in 1908. When he is not working, you may find Joe playing keys with local bands at well-known “watering holes” or doing something near water, i.e. surfing, fishing, or biking.

Joseph stays active in his community and has served on local town boards and committees. He is a member of Junto of America, Palm Beach Chapter. Junto is a club that was established in 1727 by Benjamin Franklin for mutual improvement and carrying on the traditions of America as exemplified in the lives of the founders of this great country. The group members are comprised of many local business owners and professionals.

California Insurance License: 0F04238. Resident State: FL.

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (CA, CO, FL, IL, MI, NJ, NY, OH, PA, VT, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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