ABOUT
Why Financial Solutions?
No two families are the same, and you deserve an advisor that genuinely understands and cares about your unique circumstances.
We will work closely together to craft a custom financial plan built around your given situation and future objectives, carefully making adjustments as your circumstances evolve.
Enjoy the financial confidence of having an advisory team with 20+ year relationships built on trust and integrity. As life inevitably presents new opportunities or challenges, having a dependable, trusted advisor alongside you that understands your family and your objectives will help with important decisions.
Financial Solutions Leadership
Joe Gravino, CFP®
My career in the financial services industry began in 1994 in Kansas City. In 2000, I became a CERTIFIED FINANCIAL PLANNER™ professional, a certificate that maintains rigorous standards for experience and ethical practices. I’m proud to be a trusted fiduciary, acting solely in the interest of my clients.
Gaining my bachelor's degree in finance and economics from Rockhurst University, I have taught personal financial planning for the University's Master of Business Administration program.
In addition to being named a member of the Raymond James Executive Council in 2012-2022*, I am also a member of the Raymond James Institute of Investment Management Consulting**, a group selected based on their demonstrated commitment to pursuing a consulting approach in managing and growing their practices.
Outside of the office, I can often be found on the golf course with clients and colleagues or enjoying the beach. In 2021, I achieved my scuba certification and enjoy diving when possible. I also collect small batch bourbons and still enjoy hunting for hard-to-find bottles.
Clients know me to be a highly-energetic individual with a keen sense of humor. I’m said to possess valuable connections in the Kansas City area and look forward to the opportunity to work with you.
*Membership is based on prior fiscal year production, re- qualification is required annually.
** The Investment Management Consultant designation is awarded to those who complete the internal Raymond James Institute of Investment Management Consulting program.
Barb Fitzpatrick, Sr Registered Branch Associate
Barb Fitzpatrick has over 27 years of industry experience. Having been an operations director as well as a financial advisor with Raymond James Financial Services for most of her career, Barb is most experienced in the operational and service side of the industry.
She has an associate degree from Kalamazoo Valley Community College and has since furthered her education at Western Michigan University. Barb holds both a series 7 and 65.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNERTM certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.