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As an advisor, Joe B. Stallings, Jr. provides support for employer retirement plans and high net worth individuals.

Joe B. Stallings, Jr., CFP®, Retirement Plan Consultant and Financial Advisor

Joe B. Stallings, Jr. provides financial planning and asset management services to individual clients as well as support to a number of large employer sponsored retirement plans. He is a Certified Financial Planner™ and an Enrolled Agent with the IRS.

Prior to joining Cannon in 2001, Joe worked as an accountant and tax manager at Kawneer Co. from 1984 to 1995 and as a tax specialist with Alumax Corp. from 1995 to 1999. He earned a Bachelor of Arts degree in History from Mercer University in 1979 and a Bachelor of Business Administration degree in Accounting from Georgia State University in 1983. Joe is an active member of St. Matthew’s Catholic Church where he has served on the church’s financial council.

Areas of Expertise

Plan Level Consulting
Compliance & Administration
Participant Education & Advice
Retirement Planning
Asset Management