Joe Mraz of Raymond James is a member of XPX Atlanta

Joe Mraz

Financial Advisor

Alpharetta, Georgia

Professional Profile

Call Me When

Call Me When... A client needs a financial plan to map out their lifestyle with a focus on retirement, education, and estate planning.

Contact Method

Phone: 6785662517 Email: joe.mraz@raymondjames.com

Profession

  • Wealth Manager
  • Professional Certifications

    AAMS CEPA

    Functional Expertise

  • Charitable giving
  • Family business
  • Investments
  • Retirement
  • Exit/Transition Planning
  • Business Focus

    Transition Planning Certification

    CEPA

    Client Industries

  • Consumer Services
  • Manufacturing
  • Software/Internet
  • Client Results

    Membership

    Atlanta Individual

    Member Since

    New Member

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

    To find resources to best serve my clients and grow my network of exit planning advisors