200 Fifth Ave. 7th Floor Waltham, MA 02451 (781) 290-4900

Joseph Finn

Joseph E. Finn

Director of Business Development

Joe is head of Sales and Marketing for Argent Wealth Management. Since 2010 he has been responsible for overseeing all new business development activities. Joe brings a wealth of experience in the high net worth and institutional markets.

Prior to joining Argent Wealth Management, Joe managed the US office for Punter Southall and Company, an investment and actuarial consulting firm in the UK. Joe has been managing client relationships for over 30 years and has been in the investment management business since 1986. He has worked with BankBoston, American Express, The Boston Company, Eastern Bank, and Fidelity Investments with varying investment, management, client service and new business development responsibilities.

Joe earned a Bachelor of Science degree in Marketing from Fairfield University in Fairfield, CT. He is a member of the Boston Estate Planning Council.

Joe is married and has three children. He enjoys sports, traveling, reading, and spending time with his family.

Argent Wealth Management, LLC
200 Fifth Ave. 7th Floor
Waltham, MA 02451
(781) 290-4900

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