Joe is a graduate of Providence College, where he received his degree in Political Science in 1989. He then began a career as a Naval Aviator and flew two different carrier-based aircraft, before joining Merrill Lynch Wealth Management. In 2007, Joe earned the Chartered Retirement Planning Counselor™, CRPC™ designation from the College for Financial Planning Institutes Corp. Joe is currently serving as a Financial Advisor with Merrill, and he is practiced in capital preservation and growth strategies. These strategies include wealth-management services, asset allocation, investment selection, options and hedging, and income tax minimization for both individuals and business owners. He also focuses in asset management, utilizing top managers throughout the world. Joe was named to the Forbes “Best-in-State Wealth Management Teams” list, 2025, 2024 and 2023 as a member of the McBride Mariani Group (Published annually in January. Rankings based on data as of March 31 of prior year). * In 2024, 2023, 2022, 2021, and 2019, Joe was named to Forbes "Best-in-State Wealth Advisors" list (Published annually Jan – April. Rankings based on data as of June 30 of prior year). * He is lives in Waterford, Connecticut with his wife, Gwen and their two sons, Joe and Nicholas.
*Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Lynch Financial Advisor. *2025 Forbes "Best-in-State Wealth Management Teams" list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary).  SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.*Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK^® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.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.