Joe Cronin

Joe Cronin is a Senior Financial Advisor and partner of The Lucas Cronin Group at Merrill. With CRPC™ and CPFA® designations, Joe brings a clear vision and deep knowledge in retirement planning, fiduciary strategies through the Merrill Investment Advisory Program, and comprehensive wealth management. He works closely with business owners, executives, institutions, and families to help simplify and connect all aspects of their financial lives.
Guided by a commitment to transparency, purpose, and long-term relationships, Joe delivers personalized strategies aligned with each client’s unique goals and values. Through The Lucas Cronin Group, clients also benefit from access to Bank of America’s banking services, creating a seamless experience across their financial world.
Joe holds Series 7 and 66 FINRA registrations and is a licensed life insurance agent (Merrill Life Agency’s California License Number 0522776). His work has been recognized for its clarity and impact, and he considers it a privilege to serve as a steward of his clients’ financial well-being.
Outside the office, Joe is passionate about coaching youth sports and mentoring young adults, helping them build confidence and leadership skills. He also enjoys spending time with his family, golfing, traveling, and supporting local community initiatives.