Joseph DePatie, CFP®
Senior Client Associate
Joe joined BWFA as a Client Associate in 2016. He is a graduate of the University of Maryland, College Park where he earned his BA in Economics. Joe holds a Series 65 registration and Life and Health Insurance License. Prior to joining BWFA, Joe worked closely with high net worth clients to plan and achieve their financial goals.
Joe Lives in Baltimore, Maryland. He enjoys traveling, playing basketball and supporting the Terps.