Joe Coliton
,
Financial Advisor
NMLS #1897484
1800 K St NW
Washington, DC 20006
202.659.6072
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The team is committed to understanding your values and what you want to accomplish with your assets. One-on-one conversations and communication help us get to know who you are and what you and your family want for your individual lifetimes.  We can help you concentrate on pursuing your life goals while also working with you to plan your legacy.
Profile

As a Partner of the Coliton Mattingly Group and Merrill Lynch Wealth Management Advisor, Joe offers a highly disciplined, goals-based process & approach. Joe is a CERTIFIED FINANCIAL PLANNER™ professional in conjunction with the University of Virginia and earned his Bachelor’s Degrees in Finance & Marketing at the University of South Carolina’s Darla Moore School of Business.

Joe collaborates with clients on wealth building, preservation, and succession planning to help ensure multi-generational financial stability. As a Certified Exit Planning Advisor, he adds strong value to executives and founders of private & public companies in preparation of major liquidity events. He is passionate about building long-term relationships with families and being a consultant to all with closely held interests.

When he’s not working, Joe is a long-distance runner, has a passion for golf and enjoys travel. He volunteers his time with various organizations: as Vice Chair of the DC Gamecock Alumni Association, and is a Member of the following Boards: Darla Moore School of Business Young Alumni , Leadership Committee of the Gridiron Club/Military Bowl Foundation Inc., StreetWise Partners DC, and Washington Jesuit Academy Auxiliary.

Joe’s commitment to his practice, clients, and community is what drives him as a Wealth Management Advisor.

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Looking at your wealth from every angle
About Me
Welcome

As your Merrill advisor, I take the time to understand what's important to you so I can provide personalized investment strategies built around your priorities, risk tolerance, time horizon, liquidity needs and goals. Thoughtful advice and guidance is provided to help you achieve your goals, including those related to your preferred lifestyle and desire to secure a legacy that can last beyond your lifetime.

Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Chris Claps
Alternative Investments Regional Specialist
Tim Mulosmanaj
Wealth Management Lending Officer
NMLS #484022
Kyle Sylor
Wealth Strategies Advisor
About Merrill

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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Joseph Coliton is registered to do business in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY.