Taking care of your family and other people in your life
- 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.
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
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.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Bank of America, N.A.
Wealth Management Banking Specialist
Senior Wealth Management Lending Officer
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.
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.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address 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 approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.