Joseph Duffy

Joseph Duffy is a seasoned financial planner at Fortis Lux Financial, where expertise encompasses wealth management solutions for families, executives, and business owners since May 2019. Key responsibilities include addressing concerns related to wealth preservation, risk management, tax mitigation, estate planning, and retirement strategies. Prior experience includes serving as Vice President and Private Client Advisor at JPMorgan Chase from April 2015 to April 2019, and as a Registered Associate at Citi from March 2010 to April 2015. Joseph Duffy holds a Bachelor's degree in Finance and Economics from Quinnipiac University, graduated in 2009, and is licensed to sell insurance and securities in multiple states.