ROBERTS FINANCIAL, INC.
TAMPA, FLORIDA

Joe graduated Cum Laude from Boston College in 1962 and is a member of Alpha Sigma Nu, the Jesuit National Honor Society. Joe founded Roberts Financial in Wellesley, Massachusetts in 1966. Joe holds Chartered Life Underwiter (CLU) and Chartered Financial Consultant (ChFC) designations with The American College in Bryn Mawr Pennsylvania. Joe is a Life Member of The Million Dollar Round Table awarded by The National Association of Life Underwriters, and a Hall of Fame Member of Allianz Life, of Minneapolis, Minnesota. Joe is a licensed insurance broker in the Commonwealth of Massachusetts and many other states. As Managing Partner, Joe leads the strategic direction of the organization, managing client services, business development and operations. Since joining the firm in 1988, Joe has led its progression from an insurance brokerage into a wealth management organization, serving generations of clients exclusively with specialist professional partners from the financial services field. Joe is equally dedicated to serving local communities through Sports Based Youth Development. After graduating from The Boston University School of Management, where he captained the baseball team and recognized as a Greater Boston Collegiate League All Star, Joe founded Terriers Sports. Over the past twenty-five years, Terriers has provided thousands of local children a variety of great experiences through programs designed to let kids relax and enjoy a blend of free play and team sports. A Coaching and Leadership Development program provides over 100 middle and high school student coaches with meaningful learning experiences each year. • Small Business Hiring Falls - According to a report from Paychex, small-business hiring in March fell to the lowest point in over seven years, while hourly earnings grew steadily. • Apple to Make Own Chips - Shares of Intel fell 6% Monday on a report that Apple plans to start making its own processors for its computers as early as 2020. • Facebook Privacy Probe - Shares of Facebook Inc. fell more than 5% after the U.S. Federal Trade Commission announced its investigation of the social network. • Retail Companies against Tariffs - The Trump administration is preparing tariffs against Chinese information technology, telecommunications & consumer products to force changes in Beijing’s intellectual property & investment practices. • L’Oreal Purchases ModiFace - L'Oreal has purchased ModiFace, a Canadian firm that specializes in artificial intelligence and augmented reality technology. • Dropbox Inc. IPO - Dropbox Inc. filed for an initial public offering of 36 million shares, giving the company a value of more than $7 billion at the high end of the pricing range. • AXA to Acquire XL Group - French insurance company AXA has reached a deal to acquire XL Group for approximately $15.3 billion. We serve generations of clients, exclusively with specialists from the financial services field, to help Insurance, accounting, legal and banking firms offer financial services to their clients • Small Business Hiring Falls - According to a report from Paychex, small-business hiring in March fell to the lowest point in over seven years, while hourly earnings grew steadily. • Apple to Make Own Chips - Shares of Intel fell 6% Monday on a report that Apple plans to start making its own processors for its computers as early as 2020. • Facebook Privacy Probe - Shares of Facebook Inc. fell more than 5% after the U.S. Federal Trade Commission announced its investigation of the social network. • Retail Companies against Tariffs - The Trump administration is preparing tariffs against Chinese information technology, telecommunications & consumer products to force changes in Beijing’s intellectual property & investment practices. • L’Oreal Purchases ModiFace - L'Oreal has purchased ModiFace, a Canadian firm that specializes in artificial intelligence and augmented reality technology. • Dropbox Inc. IPO - Dropbox Inc. filed for an initial public offering of 36 million shares, giving the company a value of more than $7 billion at the high end of the pricing range. • AXA to Acquire XL Group - French insurance company AXA has reached a deal to acquire XL Group for approximately $15.3 billion. • Small Business Hiring Falls - According to a report from Paychex, small-business hiring in March fell to the lowest point in over seven years, while hourly earnings grew steadily. • Apple to Make Own Chips - Shares of Intel fell 6% Monday on a report that Apple plans to start making its own processors for its computers as early as 2020. • Facebook Privacy Probe - Shares of Facebook Inc. fell more than 5% after the U.S. Federal Trade Commission announced its investigation of the social network. • Retail Companies against Tariffs - The Trump administration is preparing tariffs against Chinese information technology, telecommunications & consumer products to force changes in Beijing’s intellectual property & investment practices. • L’Oreal Purchases ModiFace - L'Oreal has purchased ModiFace, a Canadian firm that specializes in artificial intelligence and augmented reality technology. • Dropbox Inc. IPO - Dropbox Inc. filed for an initial public offering of 36 million shares, giving the company a value of more than $7 billion at the high end of the pricing range. • AXA to Acquire XL Group - French insurance company AXA has reached a deal to acquire XL Group for approximately $15.3 billion.