Joseph Bennett

Joseph Bennett

Vice President
Senior Registered Client Associate

 

Joseph Bennett brings more than 30 years of advisory, trading and administration experience to Prentis Wealth Management Group. After earning his Bachelor of Science in Finance Management, Joe began his career as a Financial Advisor at Lehman Brothers in Boston, MA, before being recruited by the Wells Fargo Advisors predecessor firm Prudential Securities in 1994.

After two years, Joe transitioned to a trading and administration position at Oppenheimer & Co. in New York City and then later returned to Prudential Securities in early 2000 to the Special Accounts Group catering to affluent individual investors and institutional middle market clients.

Joe joined Prentis Wealth Management Group in 2007, and assists with many of the group's research, advisory and administrative duties. He holds Series 7, 9, 10, 63 and 65 securities registrations in addition to life, variable, and long-term-care insurance licenses.