Joel DiPersio
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. We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.
Before you become a client, you'll receive a comprehensive Personal Wealth Analysis which will include projections about retirement income and other goals. Every recommendation I make 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.
