Focus: Insurance Strategies, Investment Strategies
Joseph P. Mallee, III is CEO and General Agent of MassMutual Eastern Pennsylvania, a premier financial services firm in the in the Lehigh Valley for over 100+ years. In 2011, Joe was appointed this position and under his leadership, the agency has grown double digits per annum and has qualified for the GAMA International Diamond Award every year since 2011, an award that recognizes excellence in traditional and contemporary field management throughout the financial services industry. In 2014, Joe was named one of Lehigh Valley’s top forty Under 40, which recognizes the most accomplished young businessmen and women in the area. In 2015, Joe was the President of the National Association of Insurance and Financial Advisors (NAIFA)-Lehigh Valley Chapter. Joe is a member of the Association for Advanced Life Underwriting (AALU), the Lehigh Valley Estate Planning Council, and a Lehigh Valley Angels Investor member.
When Joe became General Agent, he concentrated his efforts on expanding two areas within the agency: SpecialCare and business planning. As a father of a child with special needs, Joe identifies closely with the complex situations that typically involve children and adults with special needs. Because of this, the agency works closely with local organizations that provide these services and support to the community. The agency participates in educational and community events that foster growth and awareness of the tools and resources available to families who have loved ones with a special need.
In 2012, in response to the tremendous need for comprehensive business owner planning that exists in the local market, Joe created a business planning branch within the agency. Since then, he has expanded the business planning team to include advisors with specific business planning niches, to better serve their business-owner clients.
Joe attended LaSalle University in Philadelphia, PA and received a Bachelor of Science degree with a major in Finance and a minor in Risk Management Insurance. He began his career in the financial services industry in 2000. Joe currently resides with his wife and son in southeastern PA.
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3701 Corporate Parkway Suite 320
Center Valley, PA 18034