Premier Advisor
Deeply inspired by his great grandparents and their involvement in the ministry, Joseph (Joe) Faxio dedicates much of his success in finance management to their early influence on his life. Knowing that he has positively impacted the financial future of others is one of the most fulfilling and rewarding aspects of his career. In fact, as a fourth-generation ministry participant, like his great-grandparents, Joe enjoys offering his skills to help those in need toward the level of financial freedom they have dreamed of. Growing up with great grandparents, a grandmother, a mother, and several uncles involved in the ministry gave him a strong Christian foundation with a love for serving others. Joe is now the celebrated founder of Faxio Private Wealth.
Born in Washington, DC, and raised in Kansas City, Missouri, Joe moved to Atlanta to attend Morehouse College for his undergraduate degree. While at Morehouse College, Joe met his wife, who was attending Spelman College at the same time. He later pursued his MBA at Emory University, emphasizing Entrepreneurship and Finance. From a Financial Advisor and an Investment Consultant to a Financial Planner, he worked for numerous prominent organizations within the finance sector before he launched his own business. During that time, he achieved many recognitions for his financial success, such as winning 1st place in an Executive Leadership Case Competition as part of The MBA team from Emory University’s Goizueta Business School in Atlanta, GA.
With 20+ years of valuable experience in helping clients successfully navigate their finances paired with his 15+ years as a wealth management professional, leading his clients to success through effective financial planning and investment management is his career's highlight and focal point.
Ready to make a difference in his clients’ lives on his terms, Joe founded Faxio Private Wealth in 2022. His experience in financial planning, investment management, relationship management, go-to-market execution, and business development enable him to guide clients in many vital wealth management areas, such as investment, retirement, education, insurance, and estate planning strategies.
Joe aims to help clients achieve their financial goals and create their desired future. He is known for personalizing his approach to clients based on their objectives and needs. He takes pride in helping others. Joe’s favorite part of his role is seeing his clients succeed and achieve their financial goals after applying his knowledgeable experience and nurturing guidance.
When Joe is away from work, he enjoys spending quality time with his wife and children. He believes in creating lasting memories with loved ones and cherishing every moment. In addition to raising his daughters, Joe is consistently involved in his community, using his leadership skills to drive positive changes for those around him.
He serves on the National Black MBA Association (NBMBAA) board and participates in Endowment Committee meetings for Families First. He also helped establish Dekalb Brilliance Academy Charter School as a founding advisory council member. For Joe, being active in his community is a way to give back and continue positively influencing the world around him.
CA Life Insurance #0M69716
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC Faxio Private Wealth is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network AGE-5755857.1(08/23) (Exp.08/26)
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
GA
12/16/2022 - Present
Equitable Advisors, LLC (DECATUR GA)
GA
05/10/2019 - 12/13/2022
PRUCO SECURITIES, LLC. (ATLANTA GA)
GA
10/27/2015 - 02/01/2019
MORGAN STANLEY (ATLANTA GA)
GA
09/11/2015 - 09/25/2015
RIDGEWORTH DISTRIBUTORS LLC (ATLANTA GA)
GA
11/02/2012 - 08/17/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
08/14/2006 - 08/23/2010
TD AMERITRADE, INC. (ATLANTA GA)
MN
06/07/2004 - 06/29/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/07/2004 - 06/29/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/23/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA