Joe Faulk is a Wealth Manager and Partner at Kingsview Partners, operating his own independent practice in Crestview, Florida.
Growing up in the Fort Walton Beach area, Mr. Faulk spent twelve years as a Market Asset Protection Manager for Walmart before joining the financial services industry. His experience with internal and external theft investigations, safety, compliance and audits of multiple stores has provided him unique insights into the sector.
Most recently serving clients at Edward Jones, Joe enjoys being a part of his client’s success; whether achieving their dream retirement or seeing their children or grandchildren graduate from college. He has come to realize that very few families are financially secure and is motivated to assist them in obtaining the peace of mind and stability that accompanies their financial health. Joe is grateful to be in a career that enables him to truly make a difference.
With his clients facing increasingly unique and complex needs, Joe is thankful to be a part of Kingsview. With their independent platform and true fiduciary model, he is now able to offer a full range of sophisticated wealth management services. These services include personalized guidance, client centric financial planning, professional portfolio management, streamlined performance reporting and a collaboration with tax and legal professionals.
Joe has resided in Crestview since 2001 with his wife Jackie and two children, daughter Sydney and son Brice. He enjoys golf whenever possible, boating on weekends with his family and attending his children’s sporting events.