Joe McCullough has extensive experience in wealth management and estate planning. They served as a Gift Planning Officer at the American Red Cross from 2010 to 2011, where they worked with donors to facilitate planned giving. Joe held multiple roles at RBC Wealth Management, including Product Manager for Trust Services and Senior Wealth Consultant, and has been a Vice President and Trust Specialist at Merrill Lynch. Currently, they are a Wealth Strategist at RBC Wealth Management, focusing on helping high-net-worth individuals and families manage their wealth. Prior to these roles, Joe practiced law, specializing in estate and tax planning.
Location
Minneapolis, United States
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