CFP

    Joe Sallee

    Financial Advisor

    Bay Capital Advisors, LLC
    Virginia Beach, Virginia11 years experienceNo minimum minimum

    About Joe

    Joe is a fee-only financial advisor at Bay Capital Advisors, LLC, located in Virginia Beach, VA. He is a Navy veteran who served throughout the United States and overseas. His assignments were aboard submarines and on staffs that took him around the world where he was exposed to a wide variety of ... One thing I want my clients to know about me is... I'm a terrible golfer and everytime I play I question my judgement!

    Areas of focus

    Investment ManagementFinancial PlanningCash Flow AnalysisPortfolio ConstructionSuccession PlanningDebt Management

    Credentials & background

    Designations

    CFP

    Licenses

    Series 66SIESeries 7

    Education

    Bachelor of Science in Physics University of Oklahoma – Norman, Oklahoma (1990)

    Clients served

    InheritorsReal Estate AgentsRetireesUltra High Net Worth IndividualsTech EmployeesCorporate ExecutivesDoctorsHigh Net Worth IndividualsWomen in TechSoftware EngineersBusinesswomenVeterans & Active Duty MilitaryDentistsNursesNew InvestorsReal Estate DevelopersParents of Special Needs ChildrenStartup EmployeesHealthcare WorkersAttorneys & ParalegalsPartners at Law FirmsSurviving SpousesDivorceesWealthy FamiliesBusiness OwnersTech Sales1st Generation AmericansGovernment ContractorsEntrepreneursFirst Responders

    Registered in

    Florida, New Hampshire, North Carolina, Texas, Virginia

    The firm

    Bay Capital Advisors, LLC