Joey Dupree

Overview

As a financial advisor and member of the Tetreault-Robb Financial Group, I provide comprehensive investment planning. I work closely with individuals, families, working professionals, and small business owners to design a financial strategy tailored to meet individual needs and goals. Once the plan is implemented, I will continue to provide ongoing guidance and advice.

Along your financial journey, I’ll guide you through changes in life events which might include planning for a child’s education, employment changes, and building wealth for a comfortable retirement. Planning could also include managing the risks of life with proper life insurance coverage and long-term care.

I joined Benjamin F. Edwards as a financial advisor after a career in commercial banking where I specialized in equipment financing. In my role, I assisted business owners of small and mid-sized companies with the acquisition and finance of new machinery to meet their growing operational demands. At Benjamin F. Edwards, I am excited to continue my client-first approach to assist clients with their financial planning needs.

Areas of Concentration

• Advisory portfolios
• Education Planning Strategies
• Estate Planning Strategies
• Financial Planning Strategies
• Investment Strategies
• Annuities/Life Insurance / Long-Term Care Planning
• Portfolio Management
• Retirement Planning Strategies
• Wealth Transfer Strategies