PROFESSIONAL PROFILE
Senior Financial Advisor, Joseph David Carpenter, is a Certified Investment Management Analyst™, and Certified Financial Planner™in the Bellingham branch. He has been in the financial services industry for 11 years.
His history includes honorably serving 5 years in the US Navy (submarine force), Master of Business Administration and Bachelor of Arts Degree; Western Washington University School of Business and Economics (Politics, Philosophy, Economics).
When asked, 'What do client's want, and how do you give it to them?'
Joe's reply is:
Client's want a financial advisor that they trust and respect to guide them toward their investment goals and objectives. Client's expect someone to be a specialist in all aspects of their personal, family, and businesses financial life.
I fulfill this for clients with Merrill Lynch's unmatchable resources, and my commitment to being highly educated on sophisticated investment strategies and their implementation. My certification as a CIMA® and CFP® attest to this commitment to clients.
Joe has been married to his wife Heidi for 15 years and they have three children, Lane 8, Isabel 6, and Peter 4.