Joseph McNally is a Financial Consultant at Excel Wealth, LLC. Joe has 15 years of experience specializing in 401k plans, ranging from areas of compliance, cost, participant experience, investments, administration, and overall service. Joe has worked with virtually every major 401k provider from John Hancock, Fidelity, Principle, Paychex, ADP, American Funds etc. In his years of servicing 401k plans Joe has been involved with approximately 950 retirement plans ranging from 1 to 3000 employee organizations. Joe’s experience is in helping to simplify and address the growing needs of small business owners and their unique challenges in the retirement plan area.
Prior to working in the retirement industry Joe worked extensively in the technology field and was a Certified Cisco Network Associate and an Oracle Certified Database administrator (OCP 8i). Joe holds his investment license series 65 with Excel Wealth Management, LLC.
Joe graduated from Kutztown University in Pennsylvania, which is part of the Penn State System of Higher Education. While there, he completed an internship at Lehigh University; a small private research university also in Pennsylvania.
Joe lives in the Charlotte area with his wife Barbara, and two sons. In his spare time he’s an assistant coach for his son’s baseball and basketball teams, and enjoys an occasional golf outing.
*Joseph McNally is not affiliated with LPL Financial.