Joseph Poliseo, Vice President, Senior Financial Advisor. Joe started with Merrill in 1998 as a Head Operations Controller in New Jersey. He continued in various client service and management positions until he moved to Arizona in 2005 and became the Client Relationship Manager for the Phoenix-Tucson Complex, overseeing Client Services for seven offices with 150 Financial Advisors. Joe received his Barchelors of Science degree in Technological Entrepreneurship and Management at Arizona State University. He and his wife Marissa have three young daughters.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
