Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
- Insurance3
Joe is a graduate of Providence College, where he received his degree in Political Science in 1989. He then began a career as a Naval Aviator and flew two different carrier-based aircraft, before joining Merrill Lynch Wealth Management. In 2007, Joe earned the Chartered Retirement Planning Counselor designation, CRPC® from the College for Financial Planning. Joe is currently serving as a Financial Advisor with Merrill, and he is practiced in capital preservation and growth strategies. These strategies include wealth-management services, asset allocation, investment selection, options and hedging, and income tax minimization for both individuals and business owners. He also focuses in asset management, utilizing top managers throughout the world. In 2019, Joe was named to Forbes "Best-in-State Wealth Advisors" list. He is lives in Waterford, Connecticut with his wife, Gwen and their two sons, Joe and Nicholas.
*Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Lynch Financial Advisor.
*Source: Forbes “Best-in-State Wealth Advisors” list, February 2019. The ranking for this list by SHOOK Research is based on due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Forbes is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes/SHOOK Research are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
English
Providence College
University of Vermont
Forbes "Best-in-State Wealth Advisors"
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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