Joe M. Perkins, MBA, CLTC

Joe joined Horizon Financial Services as an independent Financial Planner, Family Wealth Counselor in July of 2017. Approaching his role as that of a financial coach, he encourages his clients to be forward-focused and courageous in conversation. He then directs them toward their financial goals while helping them avoid financial risks along the way.

Joe began his career in the capital markets industry in 2004 and became a registered representative of a broker/dealer in 2014. A collegiate wrestler at Appalachian State University, Joe completed his undergraduate degree in Finance and Banking in 2002. In 2008, he earned his MBA with a concentration in Finance from Wake Forest University. Joe holds  Life/Health/Medicare Supplement & Long-Term Care License and obtained his Series 65 securities registration. He previously held his Series 6 and 63 securities registrations and is an Investment Advisor Representative registered with the state of North Carolina.

Joe is an active member of the National Association of Insurance and Financial Advisors (NAIFA). He enjoys spending time with his wife and daughter in the great outdoors, volunteering at his church and local non-profits, and coaching youth athletics.

Specialty Planning Areas Include:

Strategic Financial Planning | 401(k) & Retirement Planning | Tax Planning Strategies Life Insurance | Long-Term Care | Supplemental Disability Insurance