Financial Services Professional
Charleston, South Carolina Area
- Current
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- Financial Services Professional at Capstone Financial Partners
- Past
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- Agent at New York Life Insurance Company
- Vice President at Goldman Sachs & Co.
- Partner at The UPS Store / Margin LLC.
- Manager at ISG
- Branch Services Operation Manger at The Computer Factory
- Recommended
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5 people have recommended Joel - Connections
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172
connections
- Industry
- Financial Services
- Websites
Joel Iacopelli’s Summary
As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.
Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. As financial services professional with Capstone, I am a trained professional who can help you identify your financial needs and then determine which insurance and financial solutions can best help you meet your objectives.
I am a member in Rotary of The Low Country, Regional Beaufort Chamber of Commerce, The LowCountry Young Professionals, and Toastmasters International. I serve on the Marketing committee for the LowCountry Young Professional; In-addition I serve on the advisory committee for LYP. I serve on the small business committee for the chamber of commerce, As well as an Ambassador for the Chamber. President of the Beaufort chapter of BNI.
Please use me as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.
Joel is an agent licensed to sell insurance through Mass Mutual Financial Group and may be licensed with various other independent unaffiliated insurance companies in the state of SC, NC, GA, NY, CT.
Joel Iacopelli’s Specialties:
Provides United Health Care, Blue Cross Blue Shield, Chamber Blue Cross plans, AARP Plans, Secure Horizon MA Insurance plans including health, disability, and Long-Term care Insurance. Can customize financial solutions to meet family, education and retirement needs including guaranteed lifetime income annuities, life insurance, and mortgage protection. Joel offers group employee benefits and will set up a seminar in-home or at-work. Joel can be reached at (843) 524-6954.
Joel Iacopelli’s Experience
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Financial Services Professional
Capstone Financial Partners
(Financial Services industry)
August 2008 — Present (1 year)
I am a full service financial professional. I work with individuals, families and business of any size to achieve their financial goals and dreams. I offer strategic financial analysis, Tax planning, estate planning (personal and Business), Protection needs, Long-Term care insurance as well as Disability Income insurance. I offer a full range of employee benefits (Health Insurance, Group DI, Group Life, and more). I work with business on Buy-sell agreements, Key person incentives, Executive benefits.
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Agent
New York Life Insurance Company
(Privately Held; 10,001 or more employees; NYL; Financial Services industry)
February 2006 — August 2008 (2 years 7 months)
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Vice President
Goldman Sachs & Co.
(Public Company; 10,001 or more employees; GS; Financial Services industry)
May 1996 — July 2006 (10 years 3 months)
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Partner
The UPS Store / Margin LLC.
(Financial Services industry)
2004 — 2006 (2 years)
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Manager
ISG
(Financial Services industry)
1990 — 1996 (6 years)
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Branch Services Operation Manger
The Computer Factory
(Financial Services industry)
1989 — 1991 (2 years)
Additional Information
Joel Iacopelli’s Websites:
Joel Iacopelli’s Interests:
Boating, Animals, Technology, Investing, Golf
Joel Iacopelli’s Groups:
Rotary club of the Low Country
Regional Beaufort Chamber of Commerce
Low Country Young Professionals
Toastmasters
BNI - Beaufort
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Goldman Sachs -
Goldman Sachs Alumni Networking Group -
BNI Group (Business Network International) -
Goldman Sachs Networking -
Well-dressed Professionals -
Getting Things Done (GTD) - David Allen Network of Innovators -
Toastmaster -
Founders Under 40 -
CFP® Network -
Lowcountry Young Professionals -
Computer Factory Alumni
Joel Iacopelli’s Honors:
Million Dollar Round Table (MDRT) 2007, Executive Council 2006 & 2007, Nominated for Beaufort county Community Stewardship & Young professional awards (2008 & 2009)
Joel Iacopelli’s Contact Settings
Interested In:
- career opportunities
- consulting offers
- new ventures
- job inquiries
- expertise requests
- business deals
- reference requests
- getting back in touch
