Joseph Farmer

Joseph Farmer, CWS®, AIF
Financial Advisor Private Client Group Truist Investment Services, Inc.
The Farmer Group of Truist Investment Services, Inc.

919 E Main St

5th Floor,

Richmond, VA 23219-0005

jfarmer@truist.com

Phone (804) 787-1104

Fax (804) 649-2916

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About me

Background

After graduating from Hampden-Sydney College, Joe worked briefly at A Bar A Ranch in Encampment, Wyoming. He then worked in the insurance underwriting business in Charleston, SC before transitioning to his financial planning career with Scott & Stringfellow in 2011 and has been a proud member of The Farmer Group since that time. 

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

Education

Hampden-Sydney College

Personal Interests

Joe has served as a past Chairman of the Western Henrico Duck Unlimited, and remains active as a state committee member of Virginia Ducks Unlimited. He is a proud member of St. James’s Episcopal Church and a volunteer at McGuire Veterans Hospital in Richmond, VA. Joe spends most of his free time with his wife Frances and their two children, Lightsey & Ford. He enjoys time in the outdoors - hunting, fishing, or training his black lab, Wimbee. 

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

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • 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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