Meet Joe Shadduck
Joe P. Shadduck ChFC®, CLU®, AIF®
Chartered Financial Consultant
A graduate of Curry College, with a BA in Economics, Joe started consulting with Baystate Financial Services, a premiere Downtown Boston financial planning firm in 1981, and soon after founded his own firm. Joe now specializes in investment consulting and management, estate planning, employee benefits, and retirement plans for professionals, business owners, and closely held corporations.
Joe is active with the Quincy Rotary Club, the South Shore Chamber of Commerce, the Norfolk and Plymouth Estate Planning Council, the Neighborhood Club of Quincy, and has served on the advisory board for the Quincy Salvation Army and the South Shore YMCA. He also volunteers at the 1000 Southern Artery Senior Center and with the Travis Roy Foundation to assist individuals with spinal cord injuries. He resides in Braintree.
Joe has always been passionate about athletics and the life lessons that it teaches. He was a collegiate football player, completed the Boston Marathon, participated in local triathlons and enjoys coaching youth sports. He also has been a champion arm wrestler at the National Level.
Joe's Professional Designations:
- CLU®: The Chartered Life Underwriter® can distinguish between the many insurance options and hone in on appropriate solutions in a complicated area.
- ChFC®: The Chartered Financial Consultant® is able to identify, organize, plan, communicate, implement and monitor a financial plan.
- AIF®: The Accredited Investment Fiduciary® Designee has acquired a thorough knowledge of fiduciary responsibility, allowing them to act in the best interest of their client, beneficiary or retirement plan participant. This also requires continuing professional education.
8-Year Winner: Five Star Wealth Manager
Based on 10 objective eligibility and evaluation criteria, including a minimum of five years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,580 Boston wealth managers were considered for the award; 463 (13% of candidates) were named 2020 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award may vary from year to year.) These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
Commonwealth Financial Network®
I am proud to partner with Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer that helps independent advisors like me serve their clients. Commonwealth manages total account assets of nearly $200.7 billion.1
Click here to read more about our RIA-Broker/Dealer.