Joseph M. Bassett, MBA, ChFC, CLU, CFP®

Joseph M. Bassett, MBA, ChFC, CLU, CFP®

Wealth Manager, RJFS - President, BDF

 

 

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Click here to view a presentation of Joe's Process:   The BDF Process ??  

Co-founder and President of Bassett, Dawson & Foy, Inc., Joe has been active in financial planning since 1981. A graduate of Baldwin-Wallace University, he earned his M.B.A. in Economics from DePaul University.

His professional certifications include: CERTIFIED FINANCIAL PLANNER™ (CFP® ), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU).

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

He is a member of the following professional organizations: The Financial Planning Association, Society of Financial Service Professionals, and Financial Services Institute.

Joe is the Branch Manager and a Registered Representative of Raymond James Financial Services, ICD Division.

Joe and Kathy live in Wilmington, North Carolina. 

 

*rAYMOND jAMES IS NOT