Joseph Fay III
- Monmouth University Honors College, BS Finance
- Monmouth University, MBA
Registrations and Licenses:
- Series 7,66, Life & Health Insurance
Joe joined Allied Wealth Partners as an intern in the summer of 2020, working under senior advisors. This opportunity gave him insight into the day-to-day operations of a financial advisor. He has since transitioned into an advisory role at the firm, working with his father, Joseph Fay Jr. Together, they have cultivated a practice in the AWP Manasquan office. He strongly believes in doing right by his clients, he does this by taking a holistic approach to his client’s financial picture, aiming to provide meaningful value and benefit.
Before starting a career at Allied Wealth Partners, he enjoyed working as a student instructor in the financial literacy program at Monmouth University. He engaged in applied learning through interaction with high schoolers. Modules taught by Instructors introduced the high school students to financial concepts. In addition, he had previously completed an internship in the summer of 2019 at Mid Atlantic Resource Group, another firm within the Securian Financial network. Through these experiences, he was able to apply what he had learned to further prepare himself to be a financial advisor.
Joe currently resides in Howell, NJ where he enjoys playing basketball and mountain biking. He places great emphasis on spending time with friends and family.
The Securian Financial Network, the marketing name for the sales and distribution arm of Securian Financial Group, Inc. and its subsidiaries, is a nationwide network of financial services firms. Products and services are offered and sold only by appropriately licensed entities and financial representatives.
Joseph is a registered representative and investment advisor representative of Securian Financial Services, Inc.