After fourteen years with Merrill Lynch, Joe began working for Morgan Stanley Wealth Management in 2008 and in November 2017 began working for Wells Fargo Advisors. As a Managing Director - Investments for Wells Fargo Advisors, Joe advises high-net-worth executives, business owners, entertainers, athletes and endowments. Joe has completed the College of Financial Planning's Professional Education
Program, the Certified Financial Manager Program from the Merrill Lynch Donald T. Regan School of Financial Management and the Financial Advisor Leadership Program at The Wharton School of Executive Education. Joe is Series 7, 31 and 65 Security Registered. Joe is a native of Southern California and his hobbies include golfing, kayaking, boating, stand-up paddle boarding and financial history. A fan of endurance sports, Joe entered and completed the Los Angeles Marathon in 1992, 2010 and 2011. in Economics from the University of California at Santa Barbara
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