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Joel Sutcliffe
Joel Sutcliffe
Manager of Operations
Joel Sutcliffe
TITLE: Manager of Operations
AREAS OF FOCUS: Operation
EXPERIENCE: 17 Years
Joel started his career in 2008 with Zurich Life Assurance Company in Dublin, Ireland, as a customer service representative and eventual a new business team leader. After relocating back to the United States, he began a career with Guardian Life Insurance company. He served as the supervisor of their annuity contact center for 7 years, before moving into a back-office role with their broker-dealer, Park Avenue Securities. From there he became a Client Management Consultant with the RIA CAPTRUST, based out of Raleigh, NC.
Joel joined Great Scott Financial in March of 2025 serving as the Manager of Operations. He brought with him a friendly demeaner, customer focused attitude, and a genuine care for people. Joel holds his Series 6 license and a notary commission.
Joel is a native of central New Jersey, and has been living in the Lehigh Valley since 2011, with his wife and two children. He enjoys time outdoors playing sports with his kids, playing music, and traveling the globe.