Joseph Juliano

About Joseph Juliano

My area of proficiency lies in developing customized wealth strategies for individuals and families, as well as providing ongoing personalized advice and financial wellness services to families and employees. My primary focus is on providing guidance to individuals during their working years, as well as helping them transition to retirement in a seamless manner through financial planning strategies, including income replacement, distribution strategies, and overall holistic, comprehensive goals-based retirement planning. Joe is actively involved with his alma mater, currently serving as a mentor for The Dolan School of Business Professional Development Series Program, as well as serving on the board of The Cardinal Sheehan Center. Joe currently resides in Trumbull, CT with his wife.Joe began his career with Merrill Lynch Wealth Management in 2008 while earning my BS from Fairfield University\'s Charles F. Dolan School of Business. He currently holds the Chartered Retirement Planning Counselor™ and Certified Plan Fiduciary Advisor designations along with the Retirement Benefits Consultant title. He has also been awarded The Financial Times Top 401k Retirement Plan Advisers award multiple times 2018 & 2020.(*Published annually May – Oct. Rankings based on data as of Dec 31 of prior year.)

Experience

1. Senior Financial Advisor, Senior Vice President

   Merrill Lynch

   Feb 2010 — Present

   Joe began his career with Merrill in 2008 while earning his BS from Fairfield University\'s Charles F. Dolan School of Business. In 2013, Joe earned the Chartered Retirement Planning Counselor™, CRPC™ designation and also holds the internal Retirement Benefits Consultant title due to his significant retirement plan and investment experience. Joe\'s area of proficiency lies in developing customized wealth strategies for individuals and families, as well as providing ongoing, personalized advice and education to plan participants. Joe focuses on providing guidance to employees during their working years, as well as helping them transition to retirement in a seamless manner through services including, income replacement strategies, distribution options and goals-based retirement planning.*You have choices about what to do with your 401(k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs, and goals, you may choose to roll over to an IRA or convert to a Roth IRA, roll over a 401(k) from a prior employer to a 401(k) at your new employer, take a distribution, or leave the account where it is. Each choice may offer different investments and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment (particularly with reference to employer stock), and provide different protection from creditors and legal judgments. These are complex choices and should be considered with care. For more information contact your Merrill Financial Advisor.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

Education

• Fairfield University- Charles F. Dolan School of Business

  Bachelor's Degree

  2005 — 2009