Joe Muniz

Financial Advisor

Joe started his career in the financial services industry in 1989. Utilizing his over 30 years of experience, Joe enjoys working with individuals and families of all ages in providing guidance and planning for their protection, accumulation, retirement planning, and wealth distribution needs.

In addition, Joe works closely with business owners, their executives and employees providing an array of financial services needed to conduct business in today’s increasingly complex environment.

Business Owners

Business owner protection needs and business succession planning


Work closely with business owners in developing comprehensive executive compensation plans


Employee benefits (primarily health insurance, payroll deductible insurance, and retirement planning).

Joe enjoys traveling, playing golf and has served two terms on the board of Country Club of Louisiana.

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