Joe Suozzo

Wealth Management Financial Advisor @LPL Financial

Bedford, NH, US

With over 20 years of experience, Joe Suozzo works with clients on a broad range of specialties, from IRAs and 401K Plans to individual wealth management and financial planning. Joe has 26 years of business ownership experience, which has given him a strong understanding of how to advise business owners with multiple investment, and tax efficient strategies. Joe is earnest in his approach to providing clients with advice, innovative strategies, and experienced guidance across all of their financial needs.Joe holds series 6, 63, and 65 securities registrations with LPL Financial. He also holds his Property and Casualty as well as Life Accident and Health Insurance Licenses. He thrives when acting in his role as a fiduciary with an ever-changing regulatory environment. Joe earned his Bachelor of Arts degree in Communications with a Business minor from the University of New Hampshire.Securities and advisory servicesthrough LPL Financial, a registered investment advisor (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

UNH Peter T. Paul College of Business and Economics

Minor, Buisness Management

University of New Hampshire

BA, Business and communications