Joe's Head Shot

Joseph A. Auteri, MSFS, CPFA®, AEP®

 

Mr. Joseph A. Auteri is the Founder, President and CEO of Tradecraft Financial Group, LLC, where he has specialized in fee-based financial planning, estate planning and exit planning for business owners for more than 30 years.  He also provides comprehensive investment and asset management services for high-net-worth clients.  Joe received a Bachelor of Science degree in Business Administration with a dual major in Finance and Economics in 1993 from Drexel University.  He participated in the Co-Operative education program while attending Drexel and worked as a Special Benefits Coordinator at CIGNA Corporation.  Joe is a past member of the faculty at Drexel University’s LeBow College of Business serving as an adjunct professor of marketing, where he taught a course called “Services Marketing”.  Joe has also appeared as a guest lecturer for more than 30 years at the university where he continues to lecture on career opportunities in the financial services industry.

  In July 2001, Joe obtained both a Master of Science degree in Financial Services and the Accredited Estate Planner designation from the American College in Bryn Mawr, Pennsylvania.  Joe also holds a license as an Investment Advisor Representative with Eagle Strategies LLC, a Registered Investment Adviser.  In November of 2003, he received the designation of “Academic Fellow” from the European Academy for Economic and Cultural Relations for his distinguished work in the fields of Finance and Economics.  In 2025 Joe earned the designation of Certified Plan Fiduciary Advisor from the National Association of Plan Advisors.  Joe is a member of the Philadelphia and Tampa Bay Estate Planning Councils, and the National Association of Insurance and Financial Advisers.  Joe is also a Life and Qualifying member of the Million Dollar Round Table, a member of the Association for Corporate Growth, and a member of FINSECA.  Joe has volunteered a significant amount of his time for several non-profit organizations.

 

President and CEO, Italy-America Business Council & Network (2003-2018)

Executive Vice President & COO, National Italian American Political Action Committee (2000-2010)

Vice Chairman of the Board of Directors for the Ramsey Educational Development Institute

Member, Drexel University Alumni Board of Governors (1995-2005)

Member, The University Club of Tampa

Member, The Italian Club of Tampa- L’Unione Italia

Member, The National Italian American Foundation

Member, Global Interdependence Center

 

In 2006 Joe was elected to the steering committee for the New York Life Political Action Committee (NYL-PAC).  He has lobbied Congress on behalf of New York Life, the financial services industry, and consumers for responsible tax reform.  In 2004 Joe was a member of the lobbying team which worked with Congress to repeal IRC Sec. 809 (The Mutual Company Add-on Tax).  Joe is also fluent in English and Italian and is conversant in Spanish.

* The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Headshot

Martin J. McLaughlin

Marty McLaughlin is a financial services professional and registered representative specializing in insurance and retirement planning for affluent families and individuals.  Marty works closely with Joe on business exit strategies and asset protection for business owners.

With over 30 years of experience leading highly performing teams across trading, business development and client service roles, Marty is a talented communicator and relationship manager. 

After receiving his Bachelor of Arts in 1995 majoring in Communications and Public Relations from Jacksonville University, Marty moved to Manhattan and began a long career as a trader in his hometown of New York City.  Cross trained in a variety of debt and equity instruments; his longest tenures centered in the fixed income bond and preferred stock market.  Marty founded and expanded the preeminent fixed income syndicate and preferred stock trading desk at Tradition (North America) shortly after 9/11/2001.  After nine successful trading years, he spearheaded the multi-million-dollar sale and migration of his trading team to Tullett-Prebon Securities successfully ending that phase of his career. 

With an eye on asset strategies and protection, Marty moved his family in 2013 to the tax-friendly state of Florida and founded The Gables Asset Management LLC, a privately owned, diversified, global investment management firm.  Twelve more years of trading and an itch to serve brought him to his next challenge of working with outside clients. 

Marty is affiliated with Tampa Bay Watch, Surfrider Foundation and The Conservation Fund.  An avid outdoorsman and waterman, Marty resides with his wife Stephanie, son Dylan and daughter Madeleine on Tierra Verde, Fl.  The McLaughlins are proud parents of student-athletes at the Saint Stephen’s Episcopal School in Bradenton, Fl and enjoy their membership at the St Petersburg Country Club.