Joe Baez

After a decade in the financial services industry, Joe specializes in helping individuals and business owners implement financial strategies that help achieve their long-term goals. It is a privilege for him to focus every day on providing financial guidance, growth, and comfort to his clients.  As a dedicated family man, Joe understands the challenges of supporting and finding fulfillment for a family not only today, but also formulating a workable plan for the future.

In recognition of his accomplishments, Joe earned awards from Prudential’s Suncoast Financial Group in Florida for “Junior of the Year” in 2018, and “Senior of the Year” in 2019.

Joe was born in New York City and raised on Long Island, then moved as a teen to Florida and has been a resident of St. Petersburg for over 40 years. Today, he and his wife of 20 years are the proud parents of two children and remain active in their lives through high school and college. In their free time they also enjoy spending time at the beach, attending sports and community events in the Tampa Bay area and traveling. Joe is an avid sports fan and is always up for a game of golf, table tennis or chess.

Joe appreciates the opportunity he’s had to give back to his community.  He has been a mentor to students at Northeast High School in the Academy of Finance for five years. He supports the AOF Program’s Senior class on their annual trip to New York to visit Wall Street, the financial district, and Prudential’s Headquarters in Newark. He is active in community partnerships like the entrepreneur development organization Million Cups, and supports local businesses through marketing and patronage.

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Joe Baez holds security registrations in the state of FL

Joe Baez holds insurance licenses including fixed and variable annuity and variable life insurance in the state of FL