ABOUT JOE ROBERTS

Independent Insurance Broker | Joe Roberts | Greenville, SC

Wealth Solution, LLC Owner and CLU, Joseph Roberts

At its core, Wealth Solutions is an independent insurance firm led by Upstate South Carolina resident, Joe Roberts, CLU.

With over 25 years in Financial Services, Joe has helped individuals, businesses and everyone in between who defy categorization, understand and mitigate their risks.

Joe began his career in financial services as a Financial Advisor for Merrill Lynch and later served as a General Agent for Aetna/Lincoln Financial. Joe served as a General Agent for 14 years and during that time he advised literally thousands of clients, with widely varying situations, assets, goals, concerns and fears.

Joe has created Wealth Solutions with the singular goal of using his vast array of experience in helping his clients understand risks and providing independent solutions that help them mitigate event risk.

When Joe isn’t working, he’s often found ‘puddle stomping’ outside with his two boys and spending time with Shanon, his wife of 10 years in beautiful Greer, South Carolina.