Joe Spooner

Joseph R Spooner

Investment Management Consultant Vice President, WWS
Financial Advisor, RJFS

Since 2004, Joe Spooner has shared his specialized knowledge of income and retirement planning strategies with a broad base of individuals including business owners, multi-generational families, pre-retirees and retirees. His advisory practice is based on the core principles of unbiased financial advice and quality, long-term investments. In a world of 24-hour news and constant media bombardment, clients appreciate Joe’s commitment to the role of trusted advisor for the long haul.

Joe is equally focused on providing outstanding customer service and works hard to be both accessible and responsive. His previous 20-year career in business development at UPS taught him the importance of building enduring relationships, and he is known for greeting each client warmly and with a smile. Attention to detail and a “client first” mindset have resulted in such deep relationships that many clients feel like “friends and family.”

Community Involvement and Support

  • Florida Trail Association
  • Guardian ad Litem Child Advocate
  • WaterTribe
  • Boy Scouts of America, former Assistant Scoutmaster

Education and Certifications

  • University of South Florida, BS & MS-Business Management
  • National Louis University, MS-Business Management
  • Accredited Investment Fiduciary (AIF®)
  • Series 7, 63 and 66 Securities Licenses
  • Florida Life, Health and Variable Annuity Insurance Licenses

Professional Experience and Recognition

  • Cetera Advisors LLC
  • Pacific West Securities
  • Edward Jones
  • United Parcel Service

Raymond James is not affiliated with the above organizations and/or charitable causes.

The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.