Joel Bickmore

Joel A. Bickmore, CFP®, CIMA®
Financial Advisor Private Client Group Truist Investment Services, Inc.

501 Sea Island Rd

Saint Simons Island, GA 31522-1891

About me

Background

Joel Bickmore is a vice president, financial advisor, CERTIFIED FINANCIAL PLANNER™ professional, and Certified Investment Management Analyst® (CIMA) professional with Truist Investment Services, Inc., offering clients more than 15 years of comprehensive wealth management experience.  

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

Education

Bachelor of Business Administration
Mercer University 2002 2006

Personal Interests

Bickmore is a graduate of Mercer University. He and his wife, Caylee, reside on Saint Simons Island with their two children, Coleman and Wyn. Bickmore is an active member of Community Church and serves on the executive board of the Boys and Girls Clubs of Southeast Georgia. In his free time, he enjoys time spent with family; fishing for trout, flounder, and redfish; snow skiing; and working out with F3.

Specialties

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

  • 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

  • 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

To
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