Send Joe a Message:

Professional Contact

  • By using the contact forms on our website, no professional relationship is established until you speak directly with an Elliott Davis professional to confirm such relationship. By submitting a message through our website forms, you agree that you have read and agree to the full terms and conditions of our website.

  • This field is for validation purposes and should be left unchanged.

Joe Wall, Jr.

CFP®, CPA

Principal

With more than 25 years of experience in public accounting and advisory practice, Joe is uniquely equipped to assist clients with overcoming their tax and financial planning challenges. Joe’s experience includes working with high net worth individuals, businesses and the families who own them to attain greater financial independence and mitigate the dilutive effects of taxes. He has served a variety of industries including medical practices, dental practices, manufacturing and distribution, and technology.

Prior to joining Elliott Davis, Joe was the director of tax and financial planning for a wealth management firm and a senior manager with a Southeast accounting firm.

Education, Credentials and Special Training

  • Certified Public Accountant
  • Certified Financial Planner™
  • B.S., Accounting, Wake Forest University

Civic and Community Activities

  • Finance Committee, United Way of Central Carolinas

Professional Affiliations

  • American Institute of Certified Public Accountants
  • North Carolina Association of Certified Public Accountants
  • Financial Planning Association

Services

Family Wealth Services

Tax Preparation and Consultant Services

Industries

Closely Held Business