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- Trust & Estate Planning Services4
- Education Funding1
Joseph “Joe” Brigida joined Merrill Lynch Wealth Management in 2016. Joe has 16+ years of professional experience in the accounting and financial services industry. Prior to joining Merrill, Joe was a Director with Morgan Stanley on the Listed Options Derivative Desk where he managed institutional relationships. He graduated from St. Joseph’s University with a Bachelor’s Degree in Accounting and commenced his career with Gershon, Pierce, Lissak and Co., a public accounting firm in Morristown, NJ. While there, Joe focused on auditing pension plans, not-for-profit organizations, cemeteries and industrial companies. Joe also worked on individual and corporate tax returns along with tax planning for high-net-worth individuals.
With his empathy and innate desire to help people, Joe left the institutional side of the business and joined Merrill to make a difference based on personal experiences. Joe focuses on building personal relationships with individuals, families, and corporate executives through his exceptional client service. He has a personal and professional commitment to helping clients achieve their financial goals by employing a goal oriented approach to investing and wealth management. This approach coupled with a disciplined wealth management process, allows for the flexibility to adapt to the ever changing economic climate and assists with providing access to banking services, home financing, and lines of credit, as offered through Bank of America, N.A.
Joe is a life-long resident of Morristown, NJ. In his free time Joe enjoys playing golf, skiing, running, and spending time with family and friends. He is a devoted Giants and Yankees fan and also enjoys spending time down the shore in the summers. Joe is very active in local charities such as The Morris Museum and his alma mater Seton Hall Prep.
Saint Joseph's University
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Wealth Management Banking Specialist
Retirement Plan Manager
Retirement Plan Manager
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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