Joseph Wise
Senior Resident Director
- Role
- Senior Resident Director, Senior Vice President at Merrill Lynch
- Location
- Corpus Christi, TX, US
- LinkedIn followers
- 500 followers
About Joseph Wise
Jay Wise, CRPC™, Senior Financial Advisor, focuses on total portfolio management, asset allocation, and diversification strategies. Of his 35 years with Merrill Lynch Wealth Management, Jay is currently the Senior Resident Director of the Corpus Christi office, as well as in 19••••07. His community interests include previously serving as President of the USS Lexington Board, and the Citizens in Support of Corpus Christi Police Dept; and past President of C.C. Metro Ministries and the Del Mar College Foundation. Jay served four years in the U.S. Marine Corps. He then earned an AA Degree from Del Mar College and a BS in Computer Science, University of Houston. Jay is a fitness enthusiast and avid runner.Merrill has a 100-year history of hiring the best. They work for and with us.The Wise/Flores Team is securely anchored by 50-years\' combined experience and leadership of Jay Wise (1986) and Teresa Flores (1994). As your financial advisor team, we pull from Merrill\'s extensive resources to recommend strategies designed to help you pursue your goals.We strive to deliver a consistent top-quality experience that goes beyond portfolio management. Client Associates Sharon Squyres, Elizabeth Duhan and Marianne Carlson help process service requests, research, and legal documents as well as provide access to credit, lending, and banking services from Bank of America N.A.Our entire team shares a common ambition: To help YOU pursue your goals and tailor a custom strategy to realize the fullest potential.Relationship + Service + Performance = Reaching Your Goals!*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.*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.
Experience
Senior Resident Director, Senior Vice President
Jun 1986 — Present
Senior Financial AdvisorSenior Vice President
Education
University of Houston System
Bachelor's Degree
1982 — 1984
Del Mar College
Associate's Degree/College Diploma
1980 — 1982
Skills
- Retirement Planning
- Portfolio Management
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