Leader of The Joseph Group, Shaun Joseph is a financial advisor who holds the Certified Plan Fiduciary Advisor® designation at Merrill Lynch Wealth Management with deep wealth management knowledge. He has a full service wealth management team that focuses on financial strategies for various business owners and their families. He is also a Senior Portfolio Advisor with a belief that everyone should be investing with a goal in mind. He has developed a disciplined process to help plan, invest, and ultimately prepare for retirement.
*A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
