Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Joseph has been in the financial service industry since 2000 and joined Merrill Lynch Wealth Management in 2010. He focuses on simplifying the lives of a select group of high net worth individuals and their families as well as implementing customized investment strategies to provide recommendations for all of their financial needs.
Joseph’s approach to wealth management is consultative, objective and committed to excellence. He takes the time to listen to and understand client and family specific financial situations, preferences and needs. He then reviews and analyzes the client’s financial statements, income tax returns, and estate planning documents. Joseph will coordinate with the client’s accountant and attorney to help make sure all of the client’s objectives are being met. After gaining an educated perspective of the client’s financial circumstance he offers recommendations to help confirm that all of the client’s assets, liabilities and insurance needs are being handled in a manner that will help the client reach their goals. He offers a wide range of services, including investments, life insurance, long term care insurance, trust and estate planning services as well as banking and home finanancing services from Bank of America, N.A.
Joseph provides a personal touch to a select group of clients. He is committed to paying attention to detail and providing outstanding customer service. He also assists high net worth elderly clients organize their financial life and develop tax efficient multi-generational wealth transfer strategies in a caring manner, while helping to make sure that they understand and are comfortable with all of their decisions.
Joseph is a 1986 graduate of Adelphi University with a B.B.A. He lives on Long Island with his wife and three sons. He enjoys spending time with his family, skiing, and vacationing at the beach. He is also an avid sports fan.
The Grieco Group Team Website: https://fa.ml.com/new-york/great-neck/grieco-group/
NMLS # 579412
Our experts examine the forces that are changing the world – and how they may impact your life
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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.