Joseph Bartell, CFP®, CPWA®, CIMA®, CRPS®, CEPA in

Joseph Bartell, CFP®, CPWA®, CIMA®, CRPS®, CEPA

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Financial Advisor at UBS Financial Services Inc.
📍 Plymouth, Michigan, United States

Joseph is a Vice President and Financial Advisor at UBS with over 15 years of experience, specializing in comprehensive financial solutions for private clients and institutions. He holds a Bachelor of Science from Wayne State University and an extensive array of certifications, including CFP®, CIMA®, CPWA®, CEPA®, and CRPS™.

Outside of work, Joseph and his wife, Amy, are avid road racers and practicing yogis. He is dedicated to his community, supporting Food Gatherers of Ann Arbor and volunteering with his therapy dog, Marvin, at local schools and hospitals through the Alliance of Therapy Dogs.

He has been named to the Forbes Best-in-State Wealth Advisors list every year from 2019 to 2025.

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Current Role
Financial Advisor
Location
Plymouth, Michigan, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Joseph cares about

Holistic Financial Planning
Holds numerous designations (CFP®, CPWA®, CEPA®) focused on providing comprehensive wealth management solutions for clients and their families through every stage of life.
Retirement Plan Consulting
Serves as his team's resource on 401(k) and employer-sponsored retirement plans, leveraging his Chartered Retirement Plans Specialist™ (CRPS®) designation.
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Career

Work history

Financial Advisor
UBS Financial Services Inc.
Employee
Morgan Stanley Smith Barney
In the press

Media appearances

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Education
2008 - 2010
Bachelor of Science Business Administration
Wayne State University
2001 - 2004
Education details unavailable
Salem High School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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