Joseph Wilson

After a career as a teacher and swimming coach, Joe entered the financial services business in 1999 with Salomon Smith Barney. In 2014 he moved to Merrill to be able to better serve his clients with a goals and advice driven approach. Joe drives the group's focus on sustainable and responsible investing, believing that clients' investments can reflect the values most important in their lives*. He holds a CSRIC^® designation. In September of 2019 Joe founded The Wilson Group & Associates team to more effectively deliver personalized advice and service to his clients as well as enhance the focus on sustainable investing. Joe is committed to fully embracing the belief of our founder, Charles E. Merrill, “The interest of the customers must come first”. Joe lives on Milwaukee’s East Side and has three adult children, Lily, Cole, Gus. When not working Joe enjoys boating on Milwaukee's rivers and Lake Michigan. *Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.