Episode 85 – As a Partner and Wealth Advisor for Carson Allaria Wealth Management, Joe’s primary responsibilities are to work directly with clients as the leader of their financial plan while also creating and implementing the strategic vision for the firm. Joe brings an analytical yet creative approach to finding solutions for our clients and pursuing the vision of our firm.

For his numerous articles, Joe has been featured in the Wall Street Journal, USA Today.com, Yahoo Finance, Nasdaq.com, and Investopedia. Joe is committed to educating his clients and the general public about the crucial issues surrounding financial planning and wealth management.

Joe earned his CERTIFIED FINANCIAL PLANNER™ designation in 2015. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination covering the following areas:  the financial planning process, risk management, investments, tax planning and management, retirement planning, and estate planning. Joe also holds a Life & Health Insurance License and a Series 65 Security License.

Joe was born and raised in Edwardsville, Illinois, where he graduated from high school and received a Division I football scholarship to Southern Illinois University Carbondale. There, he earned a Bachelor’s Degree in Marketing and met his wife, Jacki. Joe played football throughout his college career and was named a 1st Team ESPN Academic All-American while also being honored as an SIU Top 25 Distinguished Senior, of which honorees are selected university-wide. He later earned an MBA from Southern Illinois University Edwardsville.

Joe, Jacki, and their two sons, Brooks and Bennett, enjoy living in the Edwardsville/Glen Carbon community. They enjoy traveling as a family, hiking in the Pacific Northwest, being outdoors, listening to and playing music, and spending time with family and friends.

Connect with Joe Allaria on LinkedIn.

WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how. 

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Carter Wilcoxson Podcaster

For almost two decades, Carter has helped top advisors in the country provide safe retirement solutions and accelerate their businesses to new heights, allowing them to support a record-setting number of clients.

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This led him to seek out the best minds in the industry. Financial planners, software engineers, and strategic marketing creators to partner with for delivering what Carter calls the three E’s… Educate, Enlighten, and Empower!

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