Joseph Sorok

Joe launched his career in 1996 and honed his expertise at TD Ameritrade, excelling in serving High-Net- Worth clients with equity and fixed income solutions. In 2014, he transitioned into leadership, driving a branch to become a top performer nationwide. Joe’s focus is on financial planning and guiding clients through complex investment strategies, backed by FINRA licenses including the Series 63 and 65. Born and living in New York, Joe feels privileged to have worked with New York’s wealthiest clients while mentoring his team to deliver exceptional service. Outside of work, he treasures spending time with his wife, three kids, and three dogs, along with boating and beach outings.