Joseph Juliano
Joe began his career with Merrill Lynch Wealth Management in 2008 while earning his BS from Fairfield University’s Charles F. Dolan School of Business. In 2013, Joe earned the prestigious Chartered Retirement Planning Counselor™ (CRPC™) Designation and also holds the title of reputable Retirement Benefits Consultant™ due to his retirement plan knowledge and investment experience. Joe holds the acclaimed designation of Certified Plan Fiduciary Adviser (CPFA®) from the National Association of Plan Advisers and has been awarded The Financial Times Top 401k Retirement Plan Advisers accolade in 2020, for the fourth consecutive year. (*Published annually May – Oct. Rankings based on data as of Dec 31 of prior year.)
Joe’s area of proficiency lies in developing customized wealth strategies for individuals and families, as well as providing ongoing, personalized advice and education to retirement plan participants. Joe focuses on providing guidance to individuals during their working years, as well as helping them transition to retirement in a seamless manner through strategies including, income replacement strategies, distribution options, and overall goals-based retirement planning. Joe is actively involved with his alma mater, currently serving as a mentor for The Dolan School of Business Professional Development Series Program, as well as serving on the board of The Cardinal Sheehan Center. Joe currently resides in Trumbull, CT with his wife.
\*Source: Financial Times “401 Top Retirement Advisers” list, published annually May - Oct. Rankings based on data as of Dec 31 of prior year. The Financial Times “401 Top Retirement Advisers” list is an independent listing produced annually by the Financial Times. The FT 401 is based on data gathered from advisers, regulatory disclosures, and the FT’s research. The listing reflects each adviser’s status in six primary areas: DC plan assets under management, DC plan growth rate, specialization in DC plans, years of experience, advanced industry credentials, and compliance record. This honor is not indicative of the adviser’s future performance. Rankings and recognition from the Financial Times are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the adviser. Neither the advisers nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401. All rights reserved.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
