Joe Cataldo is a managing partner and a wealth advisor at IronRidge Wealth Management Group. He focuses on fixed income securities, insurance, estate and 401(k) planning strategies. Joe started his career at Halpert and Company in 1990. He joined Smith Barney in 1997, moved over to Morgan Stanley in 2008, and affiliated with Raymond James in 2019. A graduate of William Paterson University, he has a Bachelor of Arts in economics and holds his Series 7, 63 and 66 securities licenses. He lives in Mendham, New Jersey, with his wife, Stacie, and their three children.
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, SD, TX, VA, VT, WA; Investment Advisor Representative; General Securities Representative