Broker Check
Joy Schlie, MBA

Joy Schlie, MBA

Investment Advisor Representative

Joy's career began at Prudential over 20 years ago working in the insurance industry. “The more I learned, the more I realized I enjoyed learning and always needed to learn more. That set me on a life long journey pursuing knowledge in the ever-changing Financial Services Industry.”  For the last 20 years, she held several positions within Fidelity Investments, but her favorite roles were individual financial planning, retirement planning for small businesses, and developing asset management strategies. “I have a passion for the dynamic nature of the industry as well as helping to create successful financial plans for my clients.”

 

“We are advisors and your financial quarterbacks! The very best aspect of my job is meeting incredible people from all walks of life with incredible life stories and designing a personalized financial plan for them, their small business and for their family. This gives me a great deal of satisfaction and drives me every day.”  Joy has a successful history being able to address not only her clients' short term goals, but also longer term aspirations. Seeing those plans come to fruition has been very rewarding for her over the years and for the people she serves.

 

Joy serves on the FHT Investment Committee and is an Investment Advisor Representative.

 

Joy creates customized plans with her clients and reviews those often to ensure that her clients stay on track. She has extensive experience in Financial Planning, Asset Management, Insurance, and Estate Planning.

 

Degrees: BA in Communication from the University of Cincinnati. MBA from Xavier University. 

 

Licenses and Security Registrations: Series 6, 7, 63, 66, Life Health and Annuities Licenses.