Joe has 32 years of experience advising affluent families, small businesses, institutions and endowments. He has obtained the prestigious CERTIFIED FINANCIAL PLANNER® certification. A thorough understanding of concepts concentrated within the categories of banking, estate planning services, taxation, philanthropy and liability management are part of Joe’s practice.
Joe is currently a member of, and holds committee positions with, the boards of The Noble Maritime Collection, The Staten Island Economic Development Corporation, Richmond University Medical Center, Project Hospitality, The Staten Island Chamber of Commerce Foundation, The Richmond County Country Club, Community Board 2 and The South Shore Rotary. A graduate of Msgr. Farrell HS, he earned a BA in Economics from NYU, prior to entering his career in Wealth Management.
Joe lives in Staten Island with his wife and daughter. In his spare time he enjoys spending time with family, golf, collecting vinyl records and Beatles memorabilia, entertaining guests, volunteering and community activism.
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.
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.