Joseph Siemens
Senior Vice President, Senior Financial Advisor
225 Liberty Street
New York, NY 10281
212.236.4255
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Our practice supports affluent families who prefer to keep their personal information and financial decisions in one place. We are committed to delivering white-glove service with absolute discretion. We focus on investment management, trust and estate administration, and comprehensive wealth planning strategies. Our goal is to provide sound financial advice during your lifetime and ultimately the dignified transfer of assets to your loved ones.
Profile



I started building my practice over 30 years ago at J.J.B. Hilliard, W.L Lyons, Inc., a regional firm based in Louisville, Kentucky. In 2015, I joined Merrill Lynch Wealth Management's Manhattan Rockefeller Center office, serving as Senior Portfolio Manager. 

I currently reside in Florida and maintain offices in Key West and the financial district in New York City. I graduated from Western Kentucky University with a Bachelor of Arts degree in accounting.

My clients and I collaborate on all major financial decisions.  This may include transitioning out of life-long careers to retirement, training children and grandchildren to be responsible stewards of their inheritance, assisting the transition of aging parents, and navigating Social Security and Medicare decisions.

*A Senior Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. A Senior Portfolio Manager may make their strategies available to clients working with other Merrill Advisors.

About Me
Welcome

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.

Meet Our Professional Staff
Ellen Harris,

CFA

Wealth Management Specialist
212.236.9043
Gabrielle Cardinale
Registered Wealth Management Client Associate
212.236.5020
Liam P. McKay
Registered Wealth Management Client Associate
212.236.5193
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.

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Joseph Siemens is registered to do business in AL, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KY, MA, MD, ME, MN, MT, NC, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI.