Joe Carnley

Joe Carnley, CFP®, PPM
Senior Managing Director Financial Advisor Truist Investment Services, Inc.

100 Sawgrass Corners Dr

Ponte Vedra Beach, FL 32082

joe.carnley@truist.com

Phone 904-632-2839

Fax 904-632-2853

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About me

Background

Joe Carnley Senior Managing Director / Truist Wealth, Financial Advisor- Leads the Carnley, Griffis, and Burgin Group under Private Client Group, Truist Investment Services, Inc. / Truist Advisory Services, Inc. with more than 26 years of comprehensive wealth management experience. Pulls from a Team of specialists in investments, financial planning, credit, and estate strategies for High-Net-Worth Families. Income and cash flow during retirement has become a core philosophy to their planning.  Joe has earned the professional designation of Certified Financial Planner and Preferred Portfolio Management (PPM) designation. Utilizes a wide range of investments, including equities, fixed income, funds, outside money managers, options, and alternative investments. Joe began his Advisory career in 1999 with SunTrust now Truist Wealth. These strategies are supported not only by deep expertise from a team of specialists, but also, highly attentive service team to coordinate resources. 

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Finance, B. S
Florida State University 1997

Personal Interests

Native of Destin, Florida, and graduate of Florida State University- Playing Men’s Varsity Tennis. Member Financial Planning Association, CFP, UNF Advisory Council College of Education- working with Taylor Institute of leadership and Camp Osprey mentoring program, Bartram Rotary Club, Treasurer for The Performers Academy- helping underserved children through the Arts. Joe Enjoys Flying, Hiking, and Travel. He and Abby have two grown children and like to explore new places. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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