Joseph Goldy

Joseph Goldy, CFP®, CDFA®, currently serves as a Wealth Advisor at HIGHLAND Financial Advisors, LLC, since April 2020. Prior to this role, Joseph held the position of Producing Branch Manager at TD Ameritrade from February 2018 to April 2020 and at Scottrade from April 2006 to February 2018, where responsibilities included both management and senior-level brokerage functions. Joseph began their financial career as a Financial Consultant at A.G. Edwards & Sons, Inc. from May 2005 to March 2006. Joseph holds a Bachelor of Science (B.S.) degree in Business Administration with a focus on Marketing from Montclair State University, earned between 1996 and 2000.