Broker Check
Joe Fernandez*

Joe Fernandez*

Financial Advisor

Work History:

  • Protective Life Insurance Company
  • Home Life Insurance Company of New York
  • Pilot Life Insurance Company
  • AMEX Life Insurance Company
  • Barry Financial Company
  • McDonald Investments
  • UBS Financial



  • President, Palm Beach chapter of Society of Financial Service Professionals
  • Member of Million Dollar Roundtable for seven years
  • Board of Directors of Tampa Association of Life Underwriters
  • Leading National First Year Agent, Protective Life
  • Branch Manager for Home Life of New York – recruiting and training
  • Pilot Life General Agent, Recruiting, Training and Agency Building
  • AMEX Life Assurance Company State Manager – recruiting and training
  • Senior Vice President of Barry Financial Group
  • Over 100 seminars during work with Barry Financial Group
  • Live television on a bi-monthly basis for fourteen years on Fox Network regarding pertinent financial and estate planning questions – live call-in show
  • Work with McDonald Investments to develop clients within the McDonald’s Financial / Key Bank model
  • UBS Financial Group – maintain client relationships and developed business per the UBS Model
  • Mentored four successful financial planning individuals who have attained good success



  • A. Transylvania College – Lexington, Kentucky
  • Charter Life Underwriter Designation – CLU
  • 42 Years of work experience