Joey Estes, a seasoned Wealth Advisor, brings over two decades of diverse experience in the financial industry to his role. Born in Louisville, KY, and raised in Lake Wylie, SC, Joey has been a fixture in Columbia, SC since 1996. A University of South Carolina alumnus with a Bachelor’s degree in Political Science, Joey is dedicated to helping his clients pursue their life passions through sound financial planning.
Married to Mary Beth since 2003 and father to two daughters, Eva and Anna, Joey’s life is a blend of professional dedication and personal enjoyment. He shares a love of travel, sporting events, and concerts with his family. Outside work, Joey is an avid outdoorsman, enjoying hunting, golf, and spending time with his black lab, Cane.
Looking ahead, Joey envisions a future of continued professional growth, with plans to expand his office, embrace the empty nest phase with Mary Beth, and immerse himself further in serving families and small businesses.
Credentials:
- Education:
- University of South Carolina, Bachelor’s in Political Science
- Professional Experience:
- Over 20 years in wealth advising, management, and wholesaling
- Celebrating 20 years in the industry in 2024
- Hobbies and Interests:
- Outdoor activities (hunting, golf)
- Family travel and attending concerts and sporting events
- Working with his dog, Cane
