Joseph Blair is the Director at Financial House, where he helps people develop a personal roadmap toward achieving their life goals, whether for family, business, charitable or other purposes. He is also a Financial Planner, Registered Representative at Lincoln Financial Securities. Mr. Blair provides comprehensive financial planning, investment services and advice on risk management to individuals and families. He serves business owners, professionals, people considering retirement or career changes and families with members who have special needs.
Mr. Blair was previously the Senior Vice President and Group Manager, Private Client Group at Univest in Souderton, Penn. and was the President at Millennium Wealth Management. He earned an AB at Harvard College, followed by a Master of City and Regional Planning at Harvard Kennedy School and Graduate School of Design. Mr. Blair finished his studies by earning an MBA at the Stanford Graduate School of Business. He brings a wealth of experience to his role as board member at NDI and uses his expertise to improve the financial lives of individuals with disabilities.