Joe Birch, III, CFP®, J.D.

Senior Financial Planner

Joe is always eager to lend a helping hand! As one of the primary FedEx Pilot specialists, he delivers financial plans to clients and assists with portfolio management.

Joe is always eager to lend a helping hand! As one of the primary FedEx Pilot specialists, he delivers financial plans to clients and assists with portfolio management.

From law school to Legacy

Joe joined Legacy immediately after graduating from law school in 2014. He worked his way through college, holding positions at the University of Memphis School of Law, Orion Federal Credit Union, ALSAC/St. Jude, Medtronic, and The Peabody Hotel.

When he’s not using his financial planning powers…

Joe’s probably on the basketball court — either shooting a few hoops or rooting for Memphis’s own Tigers or Grizzlies. He also volunteers for the Orion 5k, St. Patrick’s Community Outreach, and St. Jude’s Children’s Research Hospital.