HAWTHORNE, NJ, April 11, 2025 /24-7PressRelease/ -- Joel Morales Jr. has been selected for inclusion in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
Mr. Morales is a dedicated professional in the financial services industry, currently serving as the new client acquisition team lead at Wealth Enhancement. Serving in this role since 2023, he has traveled extensively across the United States, visiting Wealth Enhancement's approximately 125-plus offices to conduct potential client events and collaborate with advisors. His responsibilities include sharing best practices for managing clients and speaking at various events, which have expanded significantly over time. His experience in building strong relationships with existing clients and potential clients has been instrumental in his success, earning him recognition within the organization.
Prior to his current position, Mr. Morales was a team specialist in the same department at Wealth Enhancement from 2021 to 2023. Before joining the firm, he served as a business development specialist at MACRO Consulting Group for the preceding three years, focusing on expanding the company's client base and enhancing its market presence. He began his career as a Registered Representative at ELA Financial Group from 2014 to 2018.
Educationally, Mr. Morales earned a bachelor's degree in financial planning from William Paterson University of New Jersey in 2014, an accredited university by the Certified Financial Planner Board. Complementing his formal education, he holds several licenses, including the FINRA Series 7, Series 6, and Series 63 securities licenses and a New Jersey Life Insurance License from the New Jersey State Department of Banking and Insurance.
Mr. Morales attributes much of his success to his supportive colleagues who inspire him to think creatively and strive for excellence. He believes that being part of a positive organization is crucial for personal growth and professional achievement. His journey into financial planning was unexpected; initially pursuing an associate's degree in culinary and restaurant management, he discovered his academic potential while attending community college and ultimately transferred to a four-year university to complete his degree.
Beyond his professional endeavors, Mr. Morales is actively involved in civic-minded organizations. He assists his local church in helping the less fortunate in inner cities by preparing meals and sharing resources. As a member of Best Prep Services, he mentors high school students throughout Minnesota, guiding students in professional development and decision-making. Additionally, he volunteers with organizations such as Feed My Starving Children.
Of all his achievements, Mr. Morales is most proud of earning security licenses and troubleshooting their lead generation program by walking through the steps himself and identifying pain points. In his personal life, he enjoys spending time with his family and coaching his son's hockey team. He also participates in a men's hockey league himself every Sunday.
About Marquis Who's Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. The suite of Marquis® publications can be viewed at the official Marquis Who's Who® website, www.marquiswhoswho.com.
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