Joel A Diaz

Joel founded Anchored Wealth, a fiduciary investment advisory firm, in April 2024 after twenty-four years of experience as a Financial Advisor, Investment Associate, Private Banker, Wealth Advisor, Director and Group Leader at Ameriprise, J.P.Morgan, Capital One, and First Horizon Bank.  Joel draws upon the resources of Anchored Wealth to guide clients in their financial journey.  His experience includes $3+ billion in client assets under management or supervision.  In addition, Joel served his country honorably in various U.S. Navy & Marine Corps Units including two tours of duty in the combat zone. As a Medical Senior Chief, he led, trained and mentored a 75-person team in various high-profile humanitarian missions worldwide.