Joseph Manno

Financial Advisor

Role: Financial Advisor at Merit Financial Partners, Llc
Location: South Salem, NY, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Joseph Manno

Financial planning is personal. It’s not just about numbers — it’s about helping people make confident decisions that support the life they want.After years working in finance, marketing, and business strategy, I realized that what I enjoy most is helping people simplify complexity and gain clarity around their money. Today, as part of Merit Financial Partners, I work with professionals and families to make smart, informed financial choices — whether that means building wealth, preparing for retirement, or navigating life transitions.At Merit, our mission is to make financial planning approachable, transparent, and tailored to your unique goals.If you’ve ever wondered whether you’re on the right track financially, I’d love to be a resource. Feel free to reach out — I’m always happy to start a conversation.

Experience

Financial Advisor
Merit Financial Partners, Llc
Oct 2025 — Present · Westport, CT, US
Financial Advisor providing personalized financial plans and money management services to clients.

Education

Manhattan College
BS

Skills

Market Research
Financial Planning
Financial Analysis
Crm
P&L Management
Customer Relationship Management (Crm)
Brand Communication
College Savings Plans
Leadership
Asset Allocation
System Design
Wine Marketing
Analytics
Retirement Planning
Database Design
Strategic Planning
Integrated Marketing
Segmentation
Multi-Channel Marketing
Marketing
Database Marketing
Portfolio Management
Customer Insight
Strategic Financial Planning
Strategy
Marketing Management
Market Analysis
Crm Software
Wealth Management
Relationship Marketing
Direct Marketing
Profitability Analysis
Marketing Research
Consumer Products

Contact information

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Work email
•••••@meritfinancialpartners.com
Personal email
•••••@•••••.com
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Current company

Merit Financial Partners, Llc

Investment Advice · 2 employees · Founded 2006 · Westport, Connecticut, United States

Merit Financial Partners, LLC Independent • Fee-Only • Fiduciary At Merit Financial Partners, we provide personalized financial guidance designed to help clients navigate life’s most important transitions with confidence and clarity. As an independent, fee-only fiduciary firm, we act solely in our clients’ best interests—free from commissions or product sales incentives—so every recommendation is focused on helping you achieve your goals. Our mission is to empower clients to make informed financial decisions through education, transparency, and thoughtful planning. We take the time to understand your values, priorities, and vision for the future, then build a strategy that supports both your financial independence and your peace of mind. Our areas of expertise include:* Comprehensive financial planning * Investment management * Retirement and income planning * Divorce financial planning and life transitions * Estate and legacy planning At Merit, we believe that financial success is about more than just numbers—it’s about creating a plan that gives you the freedom to live life on your terms. Whether you’re preparing for retirement, managing a major life change, or simply looking to make smarter financial decisions, we’re here to guide you every step of the way. Merit Financial Partners — Where financial clarity and confidence meet purpose and possibility.

meritfinancialpartners.com

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