Joey Sager, IAR
Joey Sager is a managing director for Venturi Private Wealth. His career began in 1985 at Merrill Lynch, where he was a Certified Financial Manager and accredited under Merrill’s Asset Information and Measurement Program – a distinction held by fewer than 1% of Merrill’s advisers. He was designated a Win Smith Fellow, a member of the firm’s prestigious Century Club, the Circle of Excellence, Executives Club, President’s Club, and Chairman’s Club. At Wells Fargo Advisors, he was recognized each year as a Premier Advisor. Joey was honored by Barron’s magazine as a top 1,000 Advisor, which included being ranked the Top Financial Advisor in Oklahoma. Joey serves on numerous community boards and on leadership and ministry teams at his church. He has been a speaker at conferences around the country and has traveled with mission teams in struggling countries helping people start sustainable, income-producing businesses. He and his wife are pilots and musicians with two children.
Phone: 405.254.3750 | Email: joey@venturiwealth.com | Website: https://venturiwealthmanagement.com/ | LinkedIn: www.linkedin.com/in/joey-sager-86b896171/