Since 1988, Joe Knox, has assisted individuals and businesses of the east Texas area with establishing plans for enhancing their financial futures and building their retirements.
As a seasoned financial advisor, his extensive knowledge and experience with asset allocation models and insurance strategies has allowed him to help his clients structure their investments in ways specifically designed for their individual financial goals.
A Longview native, Joe’s love for his hometown and its success is a very important aspect to how he operates, both in the professional and personal arena. Actively involved in many philanthropic causes and organizations, he is a 30-year member of the American Business Clubs (AMBUCS) and The Knights of Pythias, as well as, being a lifetime member of the Longview Chamber of Commerce, a two-term member of the Longview Planning and Zoning Commission, and an alumni of Leadership Longview Classes 1992 & 2017.
Joe is a proud graduate of Longview High School, Kilgore College, and Steven F. Austin State University. He has completed the Raymond James Investment Management Consultant program, is insurance licensed, and holds Series 7, 63, 31, 65, and 24 securities licenses.