Joel Ceballos, CWS®

Joel Ceballos, CWS® has over 20 years of experience in the financial services industry. Joel began their career in 1990 as a Marketing Assistant Manager at Vida/Life Publishers International. Joel then moved to Thomas Nelson Publishers in 1994 as Director of Marketing & Sales. In 1998, Joel joined Bank of America, Banc of America Investment Services Inc. as Vice President. Two years later, they transitioned to Citibank, Citicorp Investment Services as CMG Relationship Manager, where they were responsible for new business development and portfolio management of professional clients. In 2010, Joel moved to American Bible Society as a Philanthropic Advisor. After that, they worked as a Philanthropic Advisory Services Consultant for One Hope, 4KIDS of South Florida in 2009. Joel then joined Regions Private Wealth Management in 2013 as a Wealth Advisor and Certified Wealth Strategist. Most recently, they have been Director of Strategic Partnerships & Gift Planning at 4KIDS since 2017.

Joel Ceballos, CWS® attended Syracuse University from 1986 to 1990 and obtained a Bachelor of Science in Public Relations & Journalism. Joel then attended Barry University from 2007 to 2009 and obtained a Certificate in Financial Planning. Joel also holds a Certified Wealth Strategist certification from Cannon Financial Institute.