Joseph H. McGinn, Jr., CFP®
Partner, Certified Financial Planner
Joseph Hugh McGinn, Jr., CFP and Partner, has been with the firm since 1996. A graduate of LaSalle Academy and Williams College, he received his Certificate of Financial Planning (CFP) from Boston University. After graduation, Joe spent one year teaching and coaching at the Oxford Academy in Connecticut, then moved to Washington, DC where he worked on legislative issues at a law firm that specialized in financial and insurance issues. He then spent 4 years working at Prudential Securities before moving back to Rhode Island to join the firm. He has been awarded the Five Star Wealth Manager*, as seen in RI Monthly, every year since the award originated in 2010. He is the past President and Chairman of the Financial Planners of Rhode Island and a member of the Estate Planning Council of RI.
Joe lives in Lincoln, RI, with his wife, Anne, and their children, Jack and Elizabeth.
*Click here for additional information on Five Star Wealth Manager Disclosure.