Joseph Gibbons
Senior Vice President, Senior Consultant
- Role
- Private Wealth Senior Consultant, Senior Vice President at Merrill Lynch
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Joseph Gibbons
Joe is a Private Wealth Senior Consultant who offers individuals, families, businesses and foundations more than 28 year\'s experience in institutional investing and wealth management, having joined Merrill in 2007. Joe believes that clients appreciate his extensive team resources and customized financial strategies. He develops informed and consultative strategies designed to address the complex matters of trusts, estates and philanthropic goals. Joe also offers executive and family services, along with domestic partner planning services. Joe works with clients alongside their attorneys and accounting professionals. He offers advice and guidance in a range of areas, including: portfolio construction, estate planning issues, income planning and risk management.
Experience
Private Wealth Senior Consultant, Senior Vice President
Apr 2006 — Present
Education
St Joseph High School
High School Diploma/GED
1974 — 1978
Miami University
Bachelor's Degree
1978 — 1982
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