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Joseph M
Series 63, Series 65
Powhatan, VA
FourStar Wealth Advisors, LLC
Joseph Mcvey is a financial advisor with FourStar Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and over 43 years of industry experience. His prior roles include positions at UBS Financial Services Inc. and Morgan Stanley, where he worked from 2009 to 2019. Outside of his advisory work, he is a co-owner of Cypress Ice, LLC, a retail business focused on vending ice and purified water. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis to manage tailored portfolios primarily on a discretionary basis and also operates private funds and pooled investment vehicles.
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