As a Wealth Management Advisor at Merrill Lynch Wealth Management, Joe draws on his over 35 years of financial market experience, and is dedicated to providing clients with a disciplined planning and investment experience. He is proud to have earned three important industry credentials: the Certified Portfolio Manager, CPM® designation, the CERTIFIED FINANCIAL PLANNER®, CFP® certification, and Chartered Retirement Planning Counselor, CRPC® designation.Joe earned his Certified Portfolio Manager® designation through the Academy of Certified Portfolio Managers in 2018, completing his coursework at Columbia University’s Industrial Engineering & Operations Research Department.Joe possesses the knowledge and skills to help clients quantify and meet their financial and life goals. By carefully listening to client’s current situations, concerns, and future objectives, Joe then creates customized financial strategies designed to meet the many facets of client desired outcomes. His approach is patient, thorough, and foresighted, and his wealth management process is built on time-tested investment principles while allowing the flexibility to adapt to a rapidly changing economic climate.
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.
