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Joe Davis, CFP has been working in the financial services industry since 2008 when he began his career with HSBC USA in New York City. He earned his Certified Financial Planner designation in 2013. Joe hosted several seminars at HSBC’s international Circle of Excellence Award Conferences held in Singapore, Paris, and Kuala Lumpur. With a client base that ranges from retirees to executives and young professionals, Joe seeks to provide customized investment advice and solutions to every client based on their individual needs and goals.
Joe established Stonebriar Wealth Management LLC in 2021 in order to deliver best-in-class, customized solutions for his clients, while also having the flexibility to work from his hometown of Buffalo, NY.
Professionally, Joe donates his time and resources via the Wings for Widows organization where he provides financial guidance to those who recently lost a loved one. He is a mentor with Scholars of Finance providing tutelage to aspiring finance majors and regularly hosts seminars at world-renowned colleges such as Princeton and NYU. Joe is a recurring anchor on Asset TV, providing Stonebriar Wealth Management’s views on investment markets.
Joe graduated from St. Joseph's Collegiate Institute (SJCI) in Buffalo, NY where he is an inductee into the St. Joe's Sports Hall of Fame. At Vassar College, he earned a Bachelor of Arts in Economics and achieved minors in Music Theory and Hispanic Studies while holding the role of captain of the Varsity Basketball team. Joe is a proud husband and father of two. In his spare time, he enjoys playing the piano, golfing, and traveling.
Joe established Stonebriar Wealth Management LLC in 2021 in order to deliver best-in-class, customized solutions for his clients, while also having the flexibility to work from his hometown of Buffalo, NY.
Professionally, Joe donates his time and resources via the Wings for Widows organization where he provides financial guidance to those who recently lost a loved one. He is a mentor with Scholars of Finance providing tutelage to aspiring finance majors and regularly hosts seminars at world-renowned colleges such as Princeton and NYU. Joe is a recurring anchor on Asset TV, providing Stonebriar Wealth Management’s views on investment markets.
Joe graduated from St. Joseph's Collegiate Institute (SJCI) in Buffalo, NY where he is an inductee into the St. Joe's Sports Hall of Fame. At Vassar College, he earned a Bachelor of Arts in Economics and achieved minors in Music Theory and Hispanic Studies while holding the role of captain of the Varsity Basketball team. Joe is a proud husband and father of two. In his spare time, he enjoys playing the piano, golfing, and traveling.