Joe Breslin, CFP®

Partner

joe-bw-2806

Phone: 443-563-1114

Email: jbreslin@armstrongdixon.com

Joe assists business owners, executives, and affluent families in the areas of retirement planning, estate planning, business succession planning, and investment advisory services. Joe takes pride in identifying a variety of financial planning options and potential opportunities followed by clear guidance to be sure his clients make the most informed decisions for their business and family. Through speaking engagements on financial planning topics, Joe has addressed trade associations, non-profit organizations, and classrooms to include the Restaurant Association of Maryland (RAM), the International Association of Ice Cream Distributors and Vendors (IAICDV), Howard Community College, The National Aquarium, and the National Automobile Dealers Association (NADA) Academy.

He is on the Board of Directors for the Financial Planning Association (FPA) of Maryland and is a member of the Financial Services Institute (FSI) and the National Association of Insurance and Financial Advisors (NAIFA).  Joe was a past chairman of the FPA of MD's Membership, NexGen, and Government Advocacy committees.

In 2017, Joe was recognized as one of “Maryland’s Finest” young professionals by the Cystic Fibrosis Foundation. As a part of his total online and auction campaign, Joe raised over $20,000 for the CF Foundation. For the fifth consecutive year, Joe was recognized as a Five Star Wealth Manager*, as featured in Baltimore Magazine, Wall Street Journal, and Forbes Magazine in 2018.

Joe earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and is a Chartered Retirement Planning Counselor (CRPC®). He holds Series 7 registration through LPL Financial, Series 66 Registration held through LPL Financial and ADE, LLC, and Life and Health Insurance licenses.

Prior to joining Armstrong Dixon, Joe was an adviser with Planning Solutions Group. During his stint at PSG, Joe served on the firm's investment committee. As part of a team effort, he helped make investment decisions on over $530 million of client assets.

While earning his bachelor degree at Washington College, Joe was awarded the Department of Business Management Award given to a graduate who shows outstanding qualities of scholarship, character, and leadership. Joe was also the captain of the school’s basketball team.

When not in the office or spending time with his wife and son, Joe can likely be found watching the Orioles, Wizards, or Terps.

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014, 2015, 2016, 2017 and 2018 Five Star Wealth Managers.