Joseph G. DiGiacomoSenior Vice President - Investment Officer
By focusing on my clients’ specific needs, I develop uniquely tailored strategies that help them reach their financial goals. For over 35 years, I have served as a Financial Advisor to both individual and institutional investors. I have been with Wells Fargo Advisors and its predecessor firms since 1988.
With Wells Fargo Advisors, I have been recognized as a Premier Advisor—a distinction held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
While at A.G. Edwards, I earned the firm’s Professional Money Management Consultant (PMMC) designation and completed its educational requirements on topics such as investment planning, securities laws, securities analysis & valuation, performance measurement, and client assessment.
Positions held during the course of my career include:
-Financial Consultant for Tripp & Co New York, NY
-Financial Consultant for Phillips Apell & Walden
-Branch Manager and Financial Advisor A.G. Edwards
Complex Manager and Financial Advisor Wachovia Securities
-Complex Manager and Financial Advisor Wells Fargo Advisors.
I also serve as an arbitrator for Financial Industry Regulatory Authority (FINRA) 1999.
I previously served as an arbitrator for the American Arbitration Association (AAA) 1992-2020 Philadelphia Stock Exchange (PHLX) 1990-1997
My mission is to provide every client with targeted, comprehensive financial advice and portfolio management - delivered with the highest level of personal service and professional integrity.
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 that I use to help keep you on course toward your objectives. We will 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 most, if not all, of your financial life through a single point of contact. It’s a distinct advantage of working with one the world’s premier financial institutions. In helping you address your financial needs beyond investing, I work alongside Wells Fargo banking and lending affiliates to help you meet your borrowing & cash management needs.
I currently serve as CEO/Chairman and Co-Founder of the Sound Mind Network, is a non-profit foundation organized to reduce the devastating impact of addiction on families across America and reduce the stigma and secrecy associated with addiction by removing the shame felt by those struggling with this disease, we can change the conversation by educating, empowering, prevent addiction and help, heal, and begin recovery process with the Arts and Musical concert and events. We use creative based treatment initiatives for emotional health and well-being.
Away from the office, I enjoy spending time with my family in the Delaware Cape region.My wife Tara and I live in Chester County, PA with our daughters Olivia & Jillian and our three dogs Vida, Crush, and Ginger.
CA Insurance License Number 4044123.Resident State PA