Joe draws on a breadth of experience, education, and knowledge to tailor wealth management strategies to the unique needs of affluent families, individuals, and business owners. As a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Analyst® designee, he believes in building long-term relationships based on communication, staying focused on his clients’ changing needs, and providing attentive service and thoughtful guidance with the goal of simplifying their financial lives.
Joe seeks to address his clients’ complex issues in a simplified manner, delivering customized investment management, estate planning services, and retirement income planning strategies in a plan that best aligns with their resources and objectives.
For clients who are approaching retirement and are concerned about preserving their lifestyles and passing their wealth to future generations, he can recommend strategies for investing, retirement income planning, and tax-efficient wealth transfer, while managing their assets and liabilities in alignment with their financial goals.
Joe joined Apollon in 2025 after 20+ years at Truist, Merrill Lynch, & Morgan Stanley as a financial advisor. During his career, he has taken on additional responsibilities as a branch manager, trainee director, & complex sales manager. He is currently a member of the CFA Society of South Carolina.
Joe earned a bachelor’s in finance from East Tennessee State University and an MBA from Duke University’s Fuqua School of Business. He’s married to Celeste Beard Beaudoin, an OB/GYN with a local hospital group; they live in Greenville with their two sons, Henry and James. He and Celeste remain actively involved in local community efforts and various charities, in addition to their children’s ever-increasing extracurricular activities. In his spare time, he enjoys golfing and bird hunting.