Joel Fishkin

Joel Fishkin joined Merrill Lynch Wealth Management in 2011. He has established himself as a dedicated Wealth Management Advisor with over 20 years of experience.

Joel is primarily responsible for guiding our clients and their families through the complexities associated with integrated wealth management which include investment management, retirement income, long term care and legacy planning. He embraces a holistic approach by carefully engaging his clients in insightful dialogue about their goals.

As qualified Portfolio Manager, Joel assists clients in the design & implementation of their personal portfolio strategy. He determines their risk tolerance, performance expectations, cash flow requirements, wealth accumulation goals and tax status. A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.

Joel is a native of South Florida and is active in his community. He is a member of The Mount Sinai Medical Centers Young Presidents, Donor to Lehrman Community Day School, Donor to the Hollywood YMCA and was involved as a Pioneer Leader with United Way. Joel is an avid photographer, loves to play tennis and recently developed a passion for Jiu-Jitsu.

"I have always strived to help create a supportive environment for my clients. One that facilitates the creation of a plan to help my clients achieve their financial goals. I am honored to be a part of my client’s lives and share in their family milestones. Being a proud father of 3, I also realize the importance of helping my clients create a wealth transfer strategy and legacy for their beneficiaries."

*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.