Joseph Molinero

About Joseph Molinero

A Wealth Advisor with over 30 years of experience in the financial services industry, Joe has developed a keen insight into developing professional and personal relationships. He works closely with his clients in formulating appropriate strategies, and his focus lies in selecting investments that match each client’s specific goals and objectives. He places great emphasis on developing a strategic asset allocation among non-correlated securities to help reduce volatility in portfolios. The securities Joe selects for each individual portfolio undergo a due diligence process that Joe applies to his entire practice. Joe earned his Bachelor’s Degree in Finance from Gannon University in Erie, PA. He continued to expand his knowledge by receiving his MBA from Robert Morris University. Joe also earned the prestigious Certified Investment Management Analyst (CIMA®) certification from The Wharton School at the University of Pennsylvania. Recently, Joe completed the coursework for the Accredited Investment Fiduciary® (AIF) designation. He currently holds series 7, 63, 65 and 3 securities licenses, and Pennsylvania Insurance license. Joe currently resides in the South Hills of Pittsburgh with his wife, Marsha, and children Lydia & Julian. He is very passionate about alpine skiing and also enjoys reading, golfing, fishing and biking. Joe is very active in the community, dividing time between the Three Rivers Area Labor Management Committee, The Pittsburgh Association and volunteering for various children’s charities. NMLS#: 13•••02 CA Insurance #: 0G45663

Experience

1. Senior Vice President, Wealth Advisor

   Morgan Stanley

   Mar 2007 — Present · Pittsburgh, PA, US

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Education

• University of Pennsylvania - The Wharton School

  Certified Investment Management Analyst

  2009 — 2010

• Gannon University

  Bachelor of Science

  1989 — 1993

• Robert Morris University

  Masters in Business Administration

  1996 — 1999