Joseph Stoy
- Lakewood Ranch
- (727) 472-3355
- Joseph@BaseWealthManagement.com
"Good financial planning isn’t just about the numbers — it’s about helping people feel confident in their decisions and clear about their future."
Biography
Joseph Stoy is a Financial Advisor with Base Wealth Management and a Senior Accountant at Base Tax. He joined the firm after building experience in tax, audit, and bookkeeping, and earned his Bachelor’s Degree from Stetson University in 2023. Early in his career, Joseph has helped clients nationwide navigate complex tax and financial matters with clarity and confidence.
In his dual role, Joseph supports clients with tax preparation, planning, advisory, and bookkeeping services while also working alongside them on their broader financial goals. His experience across multiple areas of accounting and financial planning provides a well-rounded perspective on client financials, allowing him to approach each situation with accuracy, efficiency, and strategic insight.
Joseph is passionate about helping clients plan for the future, optimize tax outcomes, and simplify complex financial decisions. He is working toward earning his CPA license and Enrolled Agent designation to further expand the depth of expertise he brings to those he serves.
Education
– Stetson University, Bachelor’s Degree
WHAT SUZY LIKES TO HELP WITH
Client Onboarding
Suzy’s expertise ensures your onboarding experience is personalized and seamless.
Customer Service
Suzy’s dedication to service translates into a clear path toward achieving your goals.
Account Connections
Suzy excels in seamlessly connecting your accounts to our portal, ensuring a cohesive overview.
