Joseph is a Financial Advisor at Connelly & Moore Wealth Management of Wells Fargo Advisors in Newtown Square, PA, and is dedicated to helping clients plan for their financial future.
Joseph sees himself as a financial coach for his clients. The ultimate reward comes from educating clients to better understand and work toward their financial goals. When clients achieve a higher degree of financial literacy through our planning process, we are providing them with the confidence that their plan is well suited to their needs. This is fostered by attentive communciation from our group and an open dialogue in which our cleints can clearly see their financial future. Asset management, estate planning strategies, retirement planning and career change planning are our areas of focus.
Joseph joined Connelly and Moore Wealth Management in 2017 after four years with Pacer Financial. His most recent role being Regional Director for the greater New York City area for Pacer ETFs where he helped manage and grow the customer base in the area.
Joseph holds a bachelor's degree in finance from St. Joseph's University, which all four of his siblings and parents also call their alma mater. Away from the office, he enjoys an active lifestyle that includes hiking, skiing, golfing and basketball. Joseph lives in Malvern, PA and supports many local organizations, including Children's Hospital of Philadelphia and Team Gleason.
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