SAN RAMON, Calif.--(BUSINESS WIRE)--Intersect Capital, LLC, (“Intersect”) a leading wealth advisory firm specializing in serving the needs of entrepreneurs, entertainers, athletes and high-net-worth clientele, is pleased to announce Joy Puyear, CPA/PFS, has been named Partner. Puyear, who has dedicated her career to providing sound financial and investment management advice, has served as a committed member at Intersect Capital since the firm’s founding.
Since completing her MBA at California State University of Hayway, Puyear has led an exemplary career in wealth management, previously working at Clarke Investment Group and BB&R Wealth Management before joining Intersect in 2007. Puyear provides a range of comprehensive wealth and investment management services tailored to each individual client’s goals.
“Joy’s commitment to her clients, thorough attention to detail and thoughtfulness has led to her success as a financial advisor and makes her an extremely valued member of the Intersect Capital team,” said Joe McLean, Managing Partner at Intersect Capital. “I am proud to welcome Joy as a new Partner of the firm and look forward to the many contributions she will make as we continue to grow at Intersect.”
As Partner at Intersect, Puyear will continue to provide hands-on service for her clients and play a more critical role in the day-to-day operations of the business and strategic growth initiatives at the firm. Puyear joins Joe Lum who was also recently announced as a Partner.
About Intersect Capital
Intersect Capital was created to facilitate an innovative combination of tools and resources designed to find new harmonies and possibilities in life. Intersect provides clients with the expertise, range and depth of service that typical financial planning and family offices don’t deliver. It offers a range of specializations in wealth management and administration, tax and estate planning, risk management, and concierge-style services unique to the marketplace. As of Nov. 1, 2021, Intersect Capital has over $1.6 billion in assets. To learn more, visit https://www.intersectcapitalllc.com/.
