Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Joseph “Joe” Brigida joined Merrill Lynch in 2016. Joe has 16+ years of professional experience in the accounting and financial services industry. Prior to joining Merrill Lynch, 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 Lynch 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.
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.
Saint Joseph's University
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Wealth Management Banking Specialist
Director, Retirement Plan Specialist
Director, Retirement Plan Manager
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.
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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.