Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Joseph R. Anderson, CFP®, CPWA®, CRPC®
Senior Vice President
Wealth Management Advisor
Senior Resident Director- Coeur d'Alene, Idaho
With over a quarter century of experience, Joe is dedicated to providing a select clientele with the finest individually tailored approaches to personalized financial guidance and investment management. He graduated with a Bachelor of Arts degree in Economics from The University of Texas at Austin. Joe holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., the CERTIFIED PRIVATE WEALTH ADVISOR certification awarded by the Investments and Wealth Institute, and the Chartered Retirement Planning CounselorSM designation.*
Joe has served on the Board of Directors for the Coeur d’Alene Area Chamber of Commerce and is a past member of the planned giving committee for The North Idaho College Foundation. He is the past president of the Hayden Lake Country Club as well as the Coeur d'Alene Summer Theatre.
Joe and his wife, both California natives, are 20 year residents of North Idaho and currently reside in Coeur d'Alene. They have three daughters and enjoy the benefits of living in the Pacific Northwest where their activities include boating, hiking, and golf during the summertime and skiing, snow shoeing, and ice skating during the winter months.
Registered Senior Client Associate Heather Bloom and Registered Client Associate Christopher Dallenbach oversee the team’s administrative services including new account opening, fed funds wire transfers, checking / visa card, and client internet access to their accounts. Financial Advisor partners Matt Lyman, Heather Bolster, and Jeff Smith round out the team with an additional 50 years of cumulative wealth management experience. The team works together in attempting to provide the optimal “client experience”.
Joe and his team’s mission is to be the single best source of financial counsel, wisdom, advice, and execution in the pursuit of their clients' and their families' lifelong economic goals. Their objective is to provide a sound intellectual framework for making financial and investment decisions utilizing experience, third-party expertise, and the abundant intellectual capital found within Merrill Lynch and Bank of America.
They are not newcomers to the challenges individuals with wealth face. Therefore, the team is able to devote substantial time and energy to drill down, evaluate, and tailor individual strategies for you. In the process, they hope to be responsive to your personal goals and focus on those services that contribute to simplifying your financial life on a daily basis.
The team’s primary focus is on helping clients accumulate, preserve, and distribute wealth in close coordination with their legal and accounting professionals. They facilitate the development and implementation of personalized investment objectives and asset allocation strategies**; investment selection; performance measurement; home financing and liability management***.
It is understood that there is an extraordinary need for privacy concerning financial matters. All discussion and information is held in the strictest of confidence.
Joe and his team’s goal is to become a lifetime essential resource to those who have entrusted them with their financial well-being.
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™and CFP® in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements. Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors. Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.
**Asset allocation does not ensure a profit or protect against loss in a declining market.
***Banking and/or lending services are through Bank of America, N.A.
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.
North Tahoe High School
The University of Texas at Austin
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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.