Joe is a Vice President and Financial Advisor with Merrill Lynch Wealth Management. He works with families to help grow, preserve and transition assets to the next generation. Joe works with each client to build a personalized plan based on their needs and priorities.
Prior to joining Merrill Joe built a wealth management practice at Charles Schwab where he worked for eleven years. Before Schwab he worked in wholesaling and institutional sales with Bond Wave and First Trust portfolios. He has been in the business for more than eighteen years.
Joe received a B.A. in Finance and Investment Consulting from DePaul University. Joe and his family live in the North Center neighborhood of Chicago.
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.
