Joe Lison
Associate at World Financial Group (WFG) | United States
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As an Associate at World Financial Group (WFG), Joe Lison plays a pivotal role in empowering individuals and small business owners to navigate the complexities of financial planning and retirement security. With a deep understanding of various financial instruments, Joe specializes in developing comprehensive income replacement strategies tailored to meet the unique needs of his clients. His expertise encompasses a wide range of financial solutions, including the rollover of 401(k) and 403(b) plans, the establishment of college funds through 529 plans, and the strategic use of IRAs and Roth IRAs.
Joe is dedicated to crafting personalized financial plans that not only address immediate financial concerns but also lay the groundwork for long-term prosperity. He is particularly adept at funding Buy-Sell Partnership Agreements, ensuring that business owners have a solid plan in place for succession and continuity. Additionally, Joe emphasizes the importance of Long Term Care planning, helping clients prepare for potential future healthcare needs while safeguarding their assets.
At WFG, Joe leverages his skills in strategic partnerships and management to foster relationships that enhance client outcomes. His proficiency with CRM tools and analytics allows him to analyze client data effectively, ensuring that each financial strategy is informed by robust insights. With a commitment to leadership and consulting, Joe is not just a financial advisor; he is a trusted partner in his clients' journeys toward financial independence. By understanding the unique challenges faced by each individual, Joe Lison is dedicated to transforming dreams into achievable financial realities.
Associate at World Financial Group (WFG) in August 2015 to Present
Director at World Financial Group (WFG) in November 2017 to Present
Strategic Alliances at PayPal in August 2013 to June 2014
Director of Business Development - Virginia at Gartner in June 2011 to May 2013
Senior Research/Account Manager at Gartner in December 2006 to June 2011
Principal at Premier Marketing Associates, LLC in January 1988 to January 2006
Operations Supervisor at United Parcel Service in January 1985 to January 1988
Recon Marine at USMC in January 1981 to January 1985
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Discover more about World Financial Group (WFG)What is Joe Lison email address?
Email Joe Lison at [email protected]. This email is the most updated Joe Lison email found in 2026.
How to contact Joe Lison?
To contact Joe Lison send an email to [email protected]. (updated on October 24, 2024)
What company does Joe Lison work for?
Joe Lison works for World Financial Group (WFG)
What is Joe Lison's role at World Financial Group (WFG)?
Joe Lison is Associate
What is Joe Lison's Phone Number?
Joe Lison's phone (***) ***-*133
What industry does Joe Lison work in?
Joe Lison works in the Financial Services industry.
Joe Lison Email Addresses
Joe Lison Phone Numbers
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