Joseph M. George, CFP®

Managing Director


Phone: 561-246-6963 | Fax: 561-472-0965


3825 PGA Blvd, Suite 601
Palm Beach Gardens, FL 33410

Florida State University
- Bachelor of Science in Finance

Nova University

Joseph has the expertise and background to deliver valued advice as he has started, owned, and managed successful businesses. He has also served in several capacities in banking; including holding posts of retail, commercial lender, and branch manage.

He is a second generation Floridian and his grandfather was one of the pioneers of Delray Beach, Florida; settling in the state in 1908. When he is not working, you may find Joe playing keys with local bands at well-known “watering holes” or doing something near water, i.e. surfing, fishing, or biking.

Joseph stays active in his community and has served on local town boards and committees. He is a member of Junto of America, Palm Beach Chapter. Junto is a club that was established in 1727 by Benjamin Franklin for mutual improvement and carrying on the traditions of America as exemplified in the lives of the founders of this great country. The group members are comprised of many local business owners and professionals.