Joseph S. Lemme
Senior Vice President
- NY: 518.463.2200, ext 135; FL: 941.296.0124; cell 561.889.8598
Work at Halliday:
Joe joined Halliday Financial in 2012. He is also a partner within Halliday Financial Solutions, a Wealth Strategies Group at Halliday Financial.
Joe works with a variety of clients – individuals, families, trusts, business entities – tailoring to each client’s individual requirements and preferences. He invests assets based on their objectives, tolerance for risk, age, and needs.
Portfolio allocations are achieved through in-depth interviews and periodic follow-up meetings or phone conversations. All client portfolios are evaluated at least quarterly, and when larger or more complicated, they’re reviewed monthly.
Joe was instrumental in opening the Sarasota branch of Halliday, and while most of his time is spent in Sarasota, he travels back to N.Y. regularly to visit with clients.
Background and education:
Joe holds a Series 7 & 66 Securities license, an Insurance license, and a Florida Real Estate license.
Prior to joining Halliday, Joe served as Vice President of First Niagara Bank Investment Services. He began his career in the financial industry with Morgan Stanley.
Joe lives on Florida’s sun coast, Sarasota. He has a son, Ryan, who lives in Baltimore. Joe enjoys golf, tennis, bicycling, cooking, and travel and especially meeting new people.