Joe Redgate, CFP, CRPC

Managing Director, Principal

Joe Redgate, CFP, CRPC, brings nearly two decades of investment industry knowledge and experience to Banyan. Joe specializes in assisting clients with customized wealth management strategies that include wealth preservation, income generation and capital appreciation strategies.

A former Vice President/Senior Account Executive with Fidelity Investment’s Private Access service, Joe started his career with Fidelity in 1991 and was a five-time recipient of Fidelity’s President Circle Award. In 2000, Joe established Fidelity’s first Private Client Team in Atlanta, managing the Private Access Team, providing wealth management guidance to Fidelity’s Private Access clients for 8 years.

Joe is a graduate of the University of South Carolina and earned the CFP designation in 1996. Joe is also a former US Marine and an active Rotarian.