Joseph Laverty is a financial advisor with Merrill having joined the team in 2022. Since joining the firm Joseph has been dedicated to working with executives, business owners, families, and businesses to provide bespoke guidance on wealth planning and investment management. Joseph focuses on integrating his clients' professional and personal financial lives, creating strategies that address their holistic financial needs. Throughout his career, Joseph has been committed to delivering personalized financial strategies that align with his clients' unique goals and needs.

Joseph graduated from The Ohio State University with an Economics degree in 2014 and began his career working in several high profile financial analytics roles within including work in strategic pricing, corporate finance, and six sigma. Joseph won several innovation awards for his work within corporate finance for overhauls to corporate expense forecasting as well as compensation reporting work he did for Cintas within their six sigma department. Joseph resides in Bowling Green, KY with his wife Heather, their 1.5 year old daughter Vivienne, and 3 dogs. He enjoys golfing, tennis, and spending quality family time with his daughter and wife

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.