portrait of Joe Wind
FINANCIAL ADVISOR

Joe Wind

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Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • College Savings
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Insurance & Annuities

Personal Interests

  • Spending Time with Family
  • Culinary Arts
  • Board Games
  • Coaching Sports
  • Basketball

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Fax

(866) 462-3115

Branch Team

  • Vicky Mitsos
    Branch Office Administrator

Office Address

305 N Caswell Rd
Charlotte, NC 28204opens in a new window

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