Joseph Fell

Joseph P. Fell, MBA, serves as Vice President and Wealth & Portfolio Specialist at Steward Partners Global Advisory, based in Bossier City, Louisiana. In his current role, he provides comprehensive wealth management and portfolio strategy solutions, focusing on tailored financial planning for high-net-worth individuals, families, and business owners. Joseph’s expertise covers a wide range of investment sectors, including equities, fixed income, and alternative investments, with a particular emphasis on retirement planning, asset allocation, and risk management for clients in the greater Shreveport region.

Prior to joining Steward Partners in 2021, Joseph held progressively senior positions at Morgan Stanley, first as a Client Service Associate and later as a Financial Advisor, where he specialized in investment guidance, portfolio construction, and client relationship management. His career is marked by a client-focused approach and significant contributions to the establishment of Steward Partners’ Louisiana presence as part of the Poljak Group Wealth Management team.

Joseph holds an MBA from Louisiana State University Shreveport and a Bachelor’s degree from Louisiana State University, supporting his technical proficiency in portfolio analytics and financial planning. As a recognized specialist in portfolio strategy, Joseph has helped secure and grow substantial client assets, contributing to the team’s regional leadership in wealth advisory services.