Joe Still CRPC®
Wealth Manager
Joe serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With nearly 15 years of experience in the financial services industry, Joe has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, Joe worked as a financial advisor for an independent investment advisory firm.
Joe earned a Bachelor of Science degree in finance from Indiana University’s Kelley School of Business and a Master of Business Administration degree from Carroll University. He is also a Chartered Retirement Planning Counselor™ professional, as designated by the College for Financial Planning<sup>®</sup>.
Joe and his wife, Dawn, have three boys, Aaron, Patrick and William. In his spare time, Joe enjoys golfing and spending time with his family and friends.
Articles by Joe Still CRPC®
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