As a Merrill financial advisor, Joe focuses on connecting all aspects of clients’ financial lives to help them prioritize and pursue goals that matter most to them. He works with individuals and families to understand their financial situation, risk tolerance, time horizon and liquidity needs. Joe helps them articulate their short- and long-term goals then recommend a financial strategy aligned with what they strive to achieve. He does so while combining personalized service with the investment insights of Merrill and access to the banking convenience of Bank of America.
Joe grew up in Rockville, Maryland and was a dual-major in International Affairs & Organizational Management at Gettysburg College. He also played on the men's basketball team and served as a captain his junior and senior year. When not working with clients, Joe enjoys spending time with family, playing basketball with friends and attending DC sporting events.
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.
