Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

 
Joseph Rodgers

Joseph Rodgers

Financial Advisor

Joseph joined Siegel Financial Group in 2021 as a Financial Advisor. He received a B.S. in Finance with a specialization in Wealth Management from the University of Alabama. Joseph utilizes his extensive financial training background to help his clients achieve their financial goals while mitigating taxes. Currently, Joseph holds a Series 7 and 63, as well as his 2-15 Life, Health, and Variable Annuity license, helping him serve a wide range of clients. 

Joseph resides locally in Downtown West Palm Beach. Outside the office, you can find him on the golf course or the baseball field, where he serves as an assistant coach for Elite Squad Baseball and Suncoast Highschool.

 

 

 

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David J Siegel, CFP®, CLU®, ChFC®, RICP®
Wealth Management Advisor


Siegel Financial Group

 

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