Joseph S. De Sena, CFP®, MBA, is a Private Wealth Advisor and founder of Siena Wealth Advisory Group (SWAG), a private wealth advisory practice of Ameriprise Financial Services, Inc. He has been in the financial services industry for over 40 years and is passionate about helping people achieve a confident retirement and balanced life.
Joe has been one of the top 100 Financial Advisors at Ameriprise since 1999, and he has been recognized as a Forbes Best-In-State Advisor for 2020 & 2021. Joe currently lives in Naples, FL with his wife of over 38 years, Daria. He enjoys long distance running, reading, traveling and spending time with his wife, children, grandchildren and their Bichon Shih Tzu, Brooklyn. Joe is passionate about philanthropy and is a founding Board Member of the Michael Magro Foundation.
Joe is currently training to do a full distance IRONMAN – “Anything is Possible!”
BRINGING RESULTS TO YOUR PRACTICE
Joe is the founder and CEO of SWAG Consulting and has coached more than 600 financial advisors across the country. He joined Dynamic Directions as a Digital Marketing Specialist in 2021. He believes social media is the new way to do business, and his results speak for themselves:
SWAG SOCIAL MEDIA STATS:
Connections: 7,899 (Industry avg: 811)
User Engagements: 2,170
Average Engagement Rate: 17.6% (Industry avg: 0.81%)
Average Posts per Month: 31
GET EXPERIENCE ON YOUR SIDE
Joe believes it is his duty, obligation, and responsibility to help the next generation of financial advisors.
To schedule a complimentary consultation with Joe, contact us or call our office at 239.325.1874.