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Joe Capone

Registered Financial Representative

CUSO Financial Services, L.P.
9927 Delaney Lake Dr.
Tampa, FL 33619
Office: 813.837.2451, ext. 2159
Text: 813.696.6711
Email: joe.capone@growfinancial.org
Serving States: Florida

Joe Capone attended the University of Tampa and obtained a bachelor’s degree in accounting. He started with Grow Financial as an accounting intern in the summer of 2022. Upon graduating from UT, Joe began his career in the financial services industry. He has a strong passion for financial planning and helping individuals work towards their financial goals, with a particular focus on reducing lifetime tax liability through tax mitigation strategies.

Joe currently holds his SIE, Florida 214 insurance license, and Series 6, 7, 65, and 66 licenses. In his free time, Joe enjoys going to the beach and pool, playing golf and pickleball, and volunteering at local animal shelters.

Let Joe help build a personal plan to address your needs, whether you’re planning for retirement, saving for college, preserving your wealth or transitioning through a major life event.

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Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. For specific tax advice, please consult a qualified tax professional.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.