About Joseph

I am a Wealth Management Advisor with more than 22 years of financial services experience and a Chartered Financial Analyst (CFA®) designation. I earned my Bachelor’s Degree in Economics from the University of Maryland, College Park.
Having grown up in a “blue collar” family, money was not abundant and finances were a source of stress. As a financial advisor, I want to help my clients avoid the hurdles that can result from the lack of sound financial planning. I love helping clients create a viable plan that aligns with their unique financial goals and aspirations. I enjoy the challenge of working with different people and solving their financial “puzzles.”
I live on the South shore of Long Island with my wife, Melissa, and our two daughters, Anya and Celeste. When I’m not working with clients, I am an avid distance runner, and golfer. I also enjoy reading, and spending time with my family, and our dog, George. On Sundays during football season, you can find me rooting for the Buffalo Bills. Go Bills! I am also the President of the Board of Directors for the Merrick-Bellmore Childcare Program.