Joseph G. Scorsone

As a Financial Advisor with Merrill, I partner with executives, business owners, and families to help them make confident, informed decisions about their finances.

My process is simple and planning‑driven: start with what matters most to you, then build an investment strategy aligned with your goals, timeline, and comfort with risk. I focus on keeping things clear and practical—helping clients navigate retirement planning, tax‑efficient investing, estate and legacy goals, and concentrated stock positions.

Since beginning my career in 2007 and joining Merrill in 2014, I’ve centered my practice on building strong relationships and understanding what’s truly important to each client and their family. I feel that clients value a straightforward approach, consistent communication, and coordination across all aspects of their financial lives.

I hold the CRPC™ designation and Series 7 and 66 FINRA registrations, and I am fluent in both English and Italian.

I live in Roseland, New Jersey, with my wife, Eleonora, and our three daughters, Vittoria, Vivian, and Viola. Outside of work, I enjoy music, traveling, and cooking.