Joy Puyear

Joy Puyear, Wealth Management Advisor at Intersect Capital, LLC, brings a comprehensive and client-centric approach to financial planning and investment management. With her extensive credentials as a CPA, PFS, and MBA, Joy leverages her deep expertise to help high-net-worth individuals and business owners achieve their personal and financial goals through tailored strategies. In her current role, she focuses on delivering holistic financial solutions that encompass retirement planning and projections, tax-efficient investment strategies, estate and legacy planning, education funding, and risk management. Her ability to integrate these elements ensures clients are well-positioned to navigate complex financial landscapes with confidence.

Joy’s key projects often involve developing sophisticated financial models that align clients’ short-term needs with their long-term objectives, such as wealth transfer and charitable giving. She specializes in strategic investment management, utilizing a diverse array of mutual funds, ETFs, and alternative investments to optimize portfolio performance while managing risk. Her expertise in financial analysis and modeling allows her to craft customized retirement plans that maximize income streams and ensure sustainable growth.

At Intersect Capital, Joy is known for her proactive approach to financial planning, regularly reviewing and adjusting strategies to reflect changing market conditions and personal circumstances. Her commitment to education funding and cash flow management helps clients build resilient financial foundations. With her comprehensive skill set and industry knowledge, Joy Puyear continues to empower clients to make informed decisions, secure their financial futures, and achieve peace of mind through strategic wealth management.