Joel DiPersio
Community-centric volunteer with ties to blood cancer fundraising, a charity car club board, Eagle Scout mentorship and a personal finance education nonprofit. Financial services professional since 2016, investment registered in 2019.
Your goals, concerns and attitude about investing are the foundation of your plan. I actively listen and provide personalized advice, ensuring my team understands what matters most to you and your family.
When you become a client, you'll receive a comprehensive Personal Wealth Analysis which will include projections about retirement income and other goals. Every recommendation made is aligned with the plan, based on your unique risk tolerance, objectives and time horizon.
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.
