Joseph L. Brunelli, CFPBranch Manager
First Vice President
As a Financial Advisor, I help manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. My mission is to provide objective and timely financial advice and guidance - with the highest level of professional service - in building and preserving wealth for my clients.
I worked for 7 years with Morgan Stanley before joining Wells Fargo Advisors. I hold a Bachelor’s degree in International Business from the University at Buffalo. With an emphasis on continuing education, I have also earned the CERTIFIED FINANCIAL PLANNERTM, or CFP®, practitioner designation from the Certified Financial Planner Board of Standards, Inc. For this designation, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.
Active in the local community, I participate in many civic and community organizations. My wife Diane and live in Tappan, NY with our Children Emilia and Louis.
It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. We’ll continue to work together through the years to keep your investment strategies aligned with your goals and needs.
The last thing you need in your busy life is a complex web of financial relationships. As a Wells Fargo Advisors client, you’ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact — me. It’s a distinct advantage of working with one of the world’s premier financial institutions. In helping you address your financial needs beyond investing, I can provide access to Wells Fargo banking and lending affiliates to help you meet your borrowing needs.