Joseph Viola
My goal is to connect you to the people, plan and process that best fit your unique ambitions. We help you pursue your personal goals, such as planning for and funding your children’s educations; helping to ensure that your retirement lifestyle and potential health care costs are covered; and creating a personalized plan designed to help you achieve your family’s long-term goals. Everything I do for and with you takes into account your personal perspectives and priorities. I aim to bring simplicity and transparency to the complexities of investing, making the often-intimidating task of wealth planning an exciting journey of managing and helping you reach your goals.
As a Financial Advisor with Merrill Lynch Wealth Management, my goal is simple: to help you feel confident about your financial future. I take complex financial concepts and make them easy to understand, so you can make informed decisions with clarity and peace of mind.
Whether you're planning for retirement, funding education, buying a home, or preserving wealth for future generations, I'll work with you to create a personalized strategy that fits your life and goals. You'll also have access to a full range of resources, including:
•Guidance on previous employer 401(k) plans and rollover options
•Tax-Efficient Strategies
•Portfolio Management
•Wealth Preservation
•Education Planning
•Private Banking
•Home Lending through Bank of America
•Trust & Estate Planning
I'm here to be your trusted partner every step of the way—helping you stay on track as life and markets change. Let's connect and start building the future you envision.
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.
