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Joseph McLister

Vice President, Financial Advisor at Morgan Stanley

Joseph M. McLister, known as Joey, is a Certified Financial Planner (CFP®) with a passion for financial planning and a dedication to helping clients achieve their long-term goals. He joined the Capitol Wealth Management Group in 2018 and brings with him a deep commitment to providing personalized advice and resources to preserve client lifestyles. Joey's collaborative approach involves understanding each client's unique circumstances, family dynamics, and values to create tailored financial plans. With a background as a professional golfer on the PGA Tour/Web.com Tour, Joey gained valuable skills such as persistence, dedication, and discipline that he now applies to his financial advisory role.

Joseph McLister
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Location

Washington DC-Baltimore Area