Bio: Joe Coco moved to Montana in 1993, and he has been serving in the financial services industry ever since. He is a military brat who has lived throughout the world. Graduating from high school on Yokosuka Naval Base, Japan in 1981, Joe attended the University of Colorado on a Marine Corps NROTC scholarship, where he finished top in his NROTC class. Graduating in 1985 with a B.A. in Asian Studies, he was commissioned a second lieutenant in the United States Marine Corps. Serving in a variety of infantry and reconnaissance billets, Joe was deployed to such locations as Okinawa, Japan, South Korea, the Republic of the Philippines, Saudi Arabia, and Kuwait. Joe is a military parachutist and combat diver, and is a veteran of Operations Desert Shield and Desert Storm. In 1992, Joe attended the Army’s Infantry Officers Advance Course and was named class Distinguished Honor Graduate. Joe left active military service in 1993, eventually earning the rank of Major in the Marine Corps Reserve. Upon leaving the military, Joe turned his investment hobby into a career. He took over the Whitefish branch of Edward Jones, a large national investment firm, where he grew the assets in the branch from $2.5 million to over $100,000,000. The last two years Joe served at Edward Jones he was rated by his clients as the number one advisor in his region for customer service excellence. Frustrated with the bureaucracy of working for a large company, Joe decided to start his own investment firm. In October of 2009, Joe established COCO Enterprises, LLC. As a truly independent advisor, Joe is able to give unbiased advice and provide a wide variety of services that best meet the needs of his customers. Since moving to Whitefish, Joe has served on a variety of civic and non-profit boards, and he currently serves as president of the Whitefish Christian Academy Board of Directors. An Eagle Scout himself, Joe served as Scoutmaster of Boy Scout Troop 17 from 2001-2006, and he currently serves as a merit badge counselor and leadership instructor for local scout troops. Joe is a member of the Whitefish Church of the Nazarene, and he and his wife Linda are actively involved in their biblically based financial ministry called WealthMASTERS. In his free time, Joe enjoys studying and debating philosophy, summer and winter backpacking, physical fitness, and playing guitar. Joe and Linda have been married since 1985 and have two adult children. Joe Coco is a CERTIFIED FINANCIAL PLANNER™.

View complete profile


Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s