Joseph Budd, CFP®, ChFC

Joseph Budd, CFP®, ChFC

Managing Partner

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Phone: 877-293-5830
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  Joseph G. Budd, CFP®, ChFC®

Joe holds a Bachelor's Degree of Business Administration with a Major in Finance (BBA) from Walsh College of Accountancy and Business Administration.  Mr. Budd studied at the American College in Bryn Mawr, PA and obtained the CERTIFIED FINANCIAL PLANNERtm certification and Chartered Financial Consultant (ChFC) designation.  Joe later returned to the American College to obtain his Master of Science Degree in Financial Services (MSFS).  Joe started his career with Dean Witter which evolved into Morgan Stanley.  Mr. Budd also worked at Smith Barney before forming Budd, Melone & Co., LLC with Co-Founder Lou Melone.  Joe and Lou have worked together for the duration of their careers in the financial services industry.