Joseph B. Kotula, Managing Sales Director

As a Managing Director with Barnum Financial Group, I lead a team of more than 50 financial services representatives dedicated to providing insightful advice and quality service to their clients. I serve as coach and mentor to my advisors, helping them develop their unique practices.

Support

Coaching Joe is there to help educate you through a variety of situations and day-to-day tasks as you begin your career. Mentorship As you learn and take advice from Joe, he will be there for guidance and ultimately to help you find the right path in any scenario. Development Joe's goal is to help you progress through the early stages of your career and help you reach all of your goals as a business owner.

More About Joe

My focuses include new business acquisition, client engagement techniques, and advanced selling skills development. I am also dedicated to attracting, developing, and empowering top talent to our organization. Under my leadership, Barnum has been named one of the “Best Places to Work in Rhode Island” by the Providence Business News for five consecutive years.
Barnum provides customized solutions in areas including:

-Asset management
-Risk management
-Retirement planning
-Estate planning
-Business planning strategies
-Special needs planning*
-Employee benefits

I am licensed and registered to offer products and services in RI. Licenses and registrations will vary.
Domiciled in RI.

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Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.SIPC.org. 6 Corporate Drive, Shelton, CT 06484. Tel: 203-513-6000. For Recruiting Purpose Only.

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