Joseph D’Amore joined Penn Wealth Planning, LLC in 2011 as a Client Services associate. He brings more than four years of business management experience and over ten years of client servicing experience.
Joseph assists clients in all aspects of client service from opening accounts to processing transfers and scheduling review meetings. He works closely with the entire Penn Wealth Planning team of advisors and financial specialists to support their efforts in developing tailored recommendations and monitoring progress toward goals in the areas of asset management, risk management, retirement, and estate planning. Joseph also assists with preparation for client meetings, reviews, seminars, and events. Our clients know they can depend on Joseph to proactively facilitate all aspects of client service and quickly and precisely respond to their needs and inquiries. As a licensed Life, Long-term Care, and Disability insurance agent, Joe plays an integral role in the wealth planning process. By conducting a comprehensive insurance needs analysis, he helps clients evaluate their current coverage to determine overall risk exposure and cost-effectiveness and to identify potential gaps in coverage. This analysis is aligned with each client’s life needs and goals as part of the total wealth management approach.
Prior to joining Penn Wealth Planning in 2011, Joseph spent four years in the restaurant management business. He earned his Bachelor of Science Degree in Business Management from DeVry University with Cum Laude honors. He holds his Series 7 and 63 Registrations held with LPL Financial as well as a certification in Long-Term Care planning. Joseph is in the process of obtaining his MBA in Finance from Liberty University.
Joe, his wife Melissa and daughter Lily reside in Quakertown and enjoy volunteering at various shelters across Bucks and Philadelphia counties.