Joseph A Small

Wealth Management Advisor

Personal

I grew up rich, relationship rich.  Early on I learned the priority of family, the importance of trust, and the value of money –simply because we did not have much.  Growing up in scarcity and knowing that it was not how I wanted to live, motivated me to work multiple jobs, purse higher education, and help my three younger sisters achieve success as well.  Attending 12 different schools from Kindergarten to 12th grade gave me a unique perspective into people, how to be adaptable, and how to think for myself.  In a way, my hardships and experience really galvanized my desire help others –  it's what I love to do. 

Joe resides in Dutchess County and has two sons, a daughter, and two dogs.  He maintains a healthy work-life balance and when he isn't working, he can be found racing one of his cars at the Limerock track or spending time at home with his children.  Joe also has a zest for traveling the world and discovering far-away places such as Greece, Portugal, Italy, and most recently, Africa.

 

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