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Joe Bertoni

Client Services Manager

Meet Joe

Joe joins Bogart Wealth as Client Services Manager, bringing eight years of experience in the wealth management industry. Throughout his career, he has specialized in leading operations teams and developing consistent, client-centered processes that strengthen service delivery and enhance the overall client experience.

Joe resides in Reston, Virginia. Outside of the office, he enjoys spending time with his nephews, cooking, and watching films.

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