Joseph Yi
Executive Vice President at Apogee Financial Partners | Atlanta, Georgia, United States
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As the Executive Vice President at Apogee Financial Partners, Joseph Yi plays a pivotal role in shaping the firm’s strategic vision and enhancing its commitment to delivering exceptional financial guidance. With a rich history dating back to 1896, Apogee Financial Partners has established itself as a trusted advisor in the Atlanta and Southeast regions, and Joseph is dedicated to upholding this legacy. His expertise lies in crafting tailored financial strategies that align with the unique values and goals of each client, whether they are individuals seeking personal wealth management or businesses aiming for sustainable growth.
Joseph leads key projects that focus on integrating innovative financial solutions with a values-based approach, ensuring that clients not only achieve their financial objectives but also align their investments with their personal beliefs and corporate social responsibility goals. His leadership in developing comprehensive financial plans, risk management strategies, and investment portfolios has proven instrumental in navigating the complexities of today’s financial landscape.
Moreover, Joseph is passionate about fostering long-term relationships with clients, understanding that trust and transparency are the cornerstones of effective financial partnerships. He actively engages in thought leadership within the industry, sharing insights on market trends and best practices that empower clients to make informed decisions. As he embraces the opportunity to guide clients through their financial journeys, Joseph Yi continues to exemplify the core values of Apogee Financial Partners, ensuring that every client receives personalized and impactful financial advice.
Executive Vice President at Apogee Financial Partners in April 2020 to Present
Investment Director & Wealth Management Advisor at The Piedmont Group of Atlanta, LLC in January 2016 to April 2020
Financial Advisor at Raymond James Financial, Inc. in January 2012 to January 2015
Financial Advisor at Morgan Stanley in January 2009 to January 2012
Enterprise Sales Executive at RightNow Technologies in January 2007 to January 2008
Enterprise Sales Executive at Exstream Software in January 2004 to January 2007
Enterprise Sales Executive at Acterna in January 1996 to January 2003
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What is Joseph Yi email address?
Email Joseph Yi at [email protected] and [email protected]. This email is the most updated Joseph Yi email found in 2026.
What is Joseph Yi phone number?
Joseph Yi phone number is +16159794364 and +16782944588.
How to contact Joseph Yi?
To contact Joseph Yi send an email to [email protected] or [email protected]. If you want to call Joseph Yi try calling on +16159794364 and +16782944588. (updated on November 04, 2024)
What company does Joseph Yi work for?
Joseph Yi works for Apogee Financial Partners
What is Joseph Yi's role at Apogee Financial Partners?
Joseph Yi is Executive Vice President
What industry does Joseph Yi work in?
Joseph Yi works in the Financial Services industry.
Joseph Yi Email Addresses
Joseph Yi Phone Numbers
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