Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Mr. Joseph M. Beckert, CFP® is a Wealth Management Advisor and Vice President with Merrill Lynch Wealth Management at the South Park office in Charlotte NC.
Joe enjoys outdoor activities like trout fishing, tennis, hiking and camping, as well scuba diving. He is a member of the Trout Unlimited and is a PADI Master scuba diver. He and his wife Janet have two children. He tries to contribute to the community through charitable groups and volunteers at Big Brothers.
Joe graduated from UNC-Asheville with a BS in Chemistry and from Clemson with a Masters in Organic Chemistry in 1990. He worked as an environmental chemist and chemical sales representative prior to joining Merrill in 1999. He is a CERTIFIED FINANCIAL PLANNER™ certificant, CFP®, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Joe has customized strategies that provide a compelling story for successful investing including his own momentum stock portfolio. He is dedicated to the clients and families that he serves and to their financial goals.
1.Flexible philosophy using unconstrained managers or a “Dynamic Allocation” that efficiently allocates between asset classes.
2.His own stock strategy that helps identify the best performing stocks in the Merrill stock universe with quarterly rebalancing and a sell discipline.
3.Retirement income planning with a focus on generating steady income with room for contingencies.
4.Long term care planning strategies.
5.Estate and insurance strategies.
6.Integrity, respect and proactive service.
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.
University of North Carolina at Asheville
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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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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.