Clients seeking a dedicated and accessible financial professional know to turn to Joseph, who prides himself on being there for his clients, whether by phone, email or in person. Joseph spends his days engaging with clients, discussing topics such as the markets, fixed income opportunities and fundamentals, as well as speaking with fixed income professionals to determine available premium bonds. His specialized experience includes serving ultra-high-net-worth families, individuals, charities and foundations.

In addition to helping clients feel empowered within their financial lives, Joseph enjoys the simple act of listening to them and getting to know their stories. He considers one of the most rewarding aspects of his profession to be developing meaningful working relationships with his clients – all while striving to provide them the highest level of opportunity with the lowest level of risk.

A graduate of Ramapo College of New Jersey, Joseph holds a Bachelor of Science in business. His past experience includes serving as a senior vice president at J.B. Hanauer and Smith Barney, and as a managing director of investments at Wells Fargo Advisors. In 2019, Joseph proudly joined Raymond James, an international financial firm with a renowned client-first culture.

As an active member of his community, Joseph has volunteered with Camp Simcha and Chai Lifeline, summer camp programs for children with cancer; the Emmanuel Cancer Foundation; and All is Well, which supports cancer research and care, local charities, and education. Additionally, every Christmas season since 1990, Joseph has visited the children at Morgan Stanley Children’s Hospital while dressed as a reindeer in the hopes of spreading a bit of holiday cheer. In his time off, Joseph also volunteers at Project Witness, a nonprofit Holocaust research center.

Originally from Manhattan, New York, Joseph now makes his home a state away in Wyckoff, New Jersey. He has three children: Natalie and Jeremy, as well as Bertha, who’s a little different because she’s a Great Dane. When he’s not with his family or volunteering, Joseph enjoys fishing and exercising.