JOSEPHINE M. WISE

Client Services Specialist

"I started in the industry many years ago and had no clue what the industry was all about. Once I got accustomed, I felt it offered a lot of knowledge and experience along with the opportunity to meet a lot of wonderful people along the way."

Josephine's financial services career started in 1992, working for a mutual fund company. She gained a great deal of knowledge with the company and enjoyed working with them. She began working with Raymond James in 1998 in Ocala and spent 15 years in various roles of branch operations and client service. Previous to joining Canopy 360 Wealth, Josephine worked with another independent advisory office in the Central Florida area.

What do you do at Canopy 360? 

Josephine supports our "private clients" with all account management tasks. She spends the bulk of her time opening new accounts, submitting fund requests, handling deposits, and scheduling and confirming client meetings.

And when you're not at the office, what keeps you busy?

"I am a very family oriented person. I love being with my children and grandchildren. It's never a dull moment at our home and I wouldn't have it any other way."

Josephine and her husband, Alan, are very close with all of their children and grandchildren. In total there are 4 children, 10 grandchildren, and an angel grandchild. They love spending the weekends hanging out in the pool, visiting the beach and "old" Florida towns, and visiting the winery.

She loves making homemade candies, cooking, and having her grandchildren over to decorate cupcakes, cookies, and candy.