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Breaking insights on the economy, market volatility, policy changes and geopolitical events

I believe financial advice starts with understanding what matters most to you. I work with individuals and families to develop personalized strategies designed around their goals, whether they’re building wealth, preparing for retirement, or navigating important financial decisions. My approach is straightforward and relationship-driven, with a focus on helping clients feel informed, confident, and prepared for what’s ahead.

Joseph Falletta

Financial Advisor

75 Rockefeller Plz

New York NY 10019

(212) 415.7976

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Profile

Joseph started with Merrill Lynch Wealth Management in 2024 as a financial advisor. Joseph earned a bachelor's degree in Economics and a minor in Data Science from the University of Wisconsin-Madison. In his free time, Joseph enjoys exercising, traveling, watching Badger football, the New York Giants, the New York Yankees, and spending quality time with his friends and family. Joseph has run 2 marathons, one in 2023 and another in 2026.

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About Merrill

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.