Joel Palatnik

Joel joined the team in March 2026 when Legacy Wealth Management became Modern Wealth Management. He helps individuals, families, business owners, and non-profits organizations with building financial plans that are centered around their unique needs, goals, and objectives. Along with advising a diverse client base, Joel is responsible for providing a strategic vision for Modern Wealth’s Plantation, Florida office to help generate growth and innovation.  

As a wealth advisor, Joel is committed to serving as a lifelong resource for all his clients. Joel’s wealth management career has spanned more than 26 years and has allowed him to specialize in investment management, financial and retirement planning, and risk management. 

He started his career as a junior portfolio manager and was responsible for managing a portfolio of more than $300 million for private and institutional investors. Joel then joined a Fortune 50 corporation and served as a sales director and managing principal. In those roles, he helped oversee regional sales and position the firm as a leading South Florida organization across several areas, including wealth management, insurance planning, estate planning, business planning for business owners, charitable giving, and retirement plan transfers and rollovers.  

Joel then became the head of wealth management for TotalBank, which is a wholly owned subsidiary of Banco Popular Español, S.A. As a member of the bank’s executive management team, Joel oversaw wealth management operations in the U.S. and affiliated offices in Latin America. 

Joel earned his degree in international business management with a focus on banking and finance from Northwood University. He then received his master’s degree (MBA) from The Wayne Huizenga School of Business and Entrepreneurship at Nova Southeastern University.  

Joel lives in Aventura, Florida, with his wife Ana, and their children, David and Sofia.