Joseph has been in the financial service industry since 2000 and joined Merrill Lynch Wealth Management in 2010. He focuses on simplifying the lives of a select group of high net worth individuals and their families as well as implementing customized wealth strategies to provide recommendations for all of their financial needs.
Joseph’s approach to wealth management is consultative, objective and committed to excellence. He takes the time to listen to and understand client and family specific financial situations, preferences and needs. He then reviews and analyzes the client’s financial statements, income tax returns, and estate planning documents. Joseph will coordinate with the client’s accountant and attorney to help make sure all of the client’s objectives are being met. After gaining an educated perspective of the client’s financial circumstance he offers recommendations to help confirm that all of the client’s assets, liabilities and insurance needs are being handled in a manner that will help the client reach their goals. He offers a wide range of services, including investments, life insurance, long term care insurance, trust and estate planning services as well as banking and home financing services from Bank of America, N.A.
Joseph provides a personal touch to a select group of clients. He is committed to paying attention to detail and providing outstanding customer service. He also assists high net worth elderly clients organize their financial life and develop tax efficient multi-generational wealth transfer strategies in a caring manner, while helping to make sure that they understand and are comfortable with all of their decisions.
Joseph is a 1986 graduate of Adelphi University with a B.B.A. He lives on Long Island with his wife and three sons. He enjoys spending time with his family, skiing, and vacationing at the beach. He is also an avid sports fan.
The Grieco Group Website: https://fa.ml.com/new-york/great-neck/grieco-group/
NMLS # 579412
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.
