Joe joined Merrill in 1984 at the regional operations center in Farmington Hills, Michigan. In 1987, he was accepted into the firm’s operations manager training program and in 1989 Joe accepted the position of operations manager for the Vero Beach Florida complex. In 1994 Joe transitioned from management to the financial advisory position, and today Joe utilizes his depth of experience gained working within the firm on many levels to provide clients with access to all of the firm’s deep resources, products and services. He is a CERTIFIED FINANCIAL PLANNER® CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. and a member of the Financial Planning Association.
Joe actively contributes to his community and is a former president of the Exchange Club of Indian River County. Joe and his wife Tammy reside in Vero Beach and have two daughters, Lauren and Kristen.
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.
