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At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Joe Lemois, MBA

Managing Director, Field Recruiting & Development

(321) 262-4585

(321) 316-3998

Joe Lemois is The Managing Director for the Maitland General Office of Westshore Financial Group, LLC. Also a Financial Representative with Park Avenue Securities, LLC.

Since 2005, Joe has been educating and working with medical professionals, corporate executives, and business owners in effective financial decision-making. He has tremendous passion for helping people make informed decisions so they can meet their objectives in the creation, maximization, protection, and enjoyment of their wealth.

Joe’s concepts and explanations break down complex topics into an easy to understand format so decisions can be made, and progress can be achieved. In addition to working with his own clients, As the Managing Director, he also recruits, train and develops Agents for the Westshore Financial Groups General Office. Joe is a professional, and as such, holds his FINRA securities licenses 6, 7, 63, and 24, as well as the 215, which consists of life, Health and Annuities.

He received his Master’s in Business Administration from the Universidad de San Buenaventura. He is a member of NAIFA, National Association of Insurance and Financial Advisors. Also a proud member of FINRA, Which is dedicated to protecting investors and safeguarding market integrity in a manner that facilitates vibrant capital markets.

Outside of the office, Joe loves spending time with his family, which enjoy the outdoors as much as he does! He is an avid equestrian.

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.