About

A South Florida native, Joe graduated with a Bachelor of Science in Finance from Florida Gulf Coast University. 

Joe started his career as a trader and assistant portfolio manager where he quickly demonstrated his proficiency in managing investments. His dual roles allow him to leverage his trading acumen while providing personalized financial advice to clients. Whether clients are in the wealth accumulation, preservation, or distribution phase, Joe and the team at Wealth Enhancement Group have the tools to help them reach their financial goals.

Outside of work, Joe enjoys biking, Brazilian jiu-jitsu, fishing, boating, golf, weightlifting, and spending time with his family. He is happily married to his high school sweetheart, Gaby, and they share their home with their dog, Ruby.

Education

  • BS, Finance, Florida Gulf Coast University

Resources from Joe Samuelson

Topic

No results found

We searched through our content archive and didn't find any matches.

Current Clients

Contact me via email or me at the top of the page.

Your complimentary consultation

During your no-obligation meeting, you will:

public://2025-06/second-opinion-icon.svg

Get a second opinion on your financial situation

public://2025-06/meet-an-advisor-icon.svg

Be matched with a Wealth Enhancement advisor

public://2025-06/comprehensive-plan-icon.svg

Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

Schedule an initial consultation

You'll choose your time on the next screen

By checking this box, you consent to receive text messages from Wealth Enhancement including information, appointment confirmation and reminders, marketing and service communications. Consenting to texts is not required to receive any service. To opt out from texts, reply STOP. For assistance, reply HELP. Message & data rates apply. Message frequency may vary. To learn more visit https://www.wealthenhancement.com/privacy