Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Investment Management

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination

Education

  • Bachelor of Arts, Political Science and History, Villanova University

Awards & recognition

  • Ameriprise Circle of Success, 2023
  • Five Star Wealth Manager, 2022-2024
  • Joseph DeMarco Group, Forbes Best-in-State Wealth Management Teams, 2024
  • Joseph DeMarco Group, Ameriprise Client Experience Award, 2023

Previous experience

  • Senior Vice President, Morgan Stanley, 2011-2019, Marlton, NJ, 2011-2019
  • Vice President, Merrill Lynch, 2005-2011, Mount Laurel, NJ, 2005-2011

Honored to be recognized in Forbes

It's a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, the Joseph DeMarco Group has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. I'm so grateful for this honor, for my clients' trust and for the dedication of our entire team.

Interests

Outside of work, I enjoy spending time with my family. We go to Disney once a year and spend the summer months at the Jersey Shore. Being from Philadelphia I always enjoyed going to basketball, hockey and baseball games. My passion for basketball gave me the opportunity to coach youth at my daughters school.