Joe has been in the financial services industry since 2000 and joined Merrill Lynch Wealth Management in 2007. His focus is on developing strategies for high-net-worth individuals, their families and their businesses to help them pursue their short and long term financial goals. Joe is a New England partner of The JEMM Group which is an institutional consulting group that is dedicated to providing investment consulting services specifically to non-profit institutions. Joe is a qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch Wealth Management or approved third-party investment managers' strategies, funds or portfolios. Joe is a graduate of the Whittemore School of Business at the University of New Hampshire and holds a bachelor’s degree with a major in business administration and a concentration in finance. Joe resides in Rye, New Hampshire, and is an active member of the community and local charities.
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.
