Joseph is a Senior Vice President; Wealth Management Advisor and Senior Portfolio Advisor dedicated to meeting high net worth clients’ needs through planning-based strategies that leverage the global resources of Merrill Lynch Wealth Management and the banking capabilities of Bank of America. Joseph is a specially qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can draw from his experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Senior Portfolio Advisor may manage those strategies on a discretionary basis. He follows a disciplined wealth management process to help his clients maintain and preserve their wealth.
He has experience in assisting his wealthy clients with: strategic and tactical asset allocation; discretionary and non-discretionary portfolio management; structured investments; concentrated stock strategies; and life and long term care insurance. In addition, he focuses on trust and estate planning services and works with his clients' advisors in developing their estate plan.
Joseph is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.
Prior to joining Merrill Lynch Wealth Management in 2002, Joseph was a CPA and Senior Financial Auditor with Ernst & Young LLP's New York Financial Services Office. Presently, he is not in the business of providing tax advice. Joseph resides in Rumson, NJ with his wife and three children.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
