Joe Carico

Joe Carico is an Investment Associate at Hennion & Walsh, based in West Palm Beach, FL, where he is responsible for supporting client investment strategies, portfolio construction, and delivering insights into fixed income and municipal bond markets. His current focus includes advising on municipal bonds and fixed-income securities, helping clients preserve capital and achieve tax-advantaged returns, which aligns with Hennion & Walsh’s core areas of expertise.

Previously, Joe gained diversified finance experience serving as a Sales Associate at Beyond Finance and as a Wealth Management Intern at JEZ CAPITAL, INC, where he assisted with portfolio analysis, client relations, and investment plan development. These roles honed his understanding of public and private debt instruments, personal finance, and wealth management services.

Joe holds a degree in Finance and Business from Brigham Young University - Idaho. He leverages this academic foundation to offer informed, analytical perspectives on investment selection and risk management. At Hennion & Walsh, he is recognized for his commitment to client service, with a specific emphasis on municipal fixed-income solutions.