Away from the office
When not at the office, I enjoy cooking, entertaining family and friends, and spending time with my lovely wife, Christy, and our adorable daughter, Amalia.
Joe Rizza
Financial Advisor
Senior VP - Investment Officer
Phone: 850.269.6027
Email: joe.rizza@wellsfargoadvisors.com
Focus
As a Financial Advisor for over 25 years, I believe in lifelong client relationships by offering highly-personalized, goal-oriented wealth management services and advice that help my clients achieve financial independence. Experience has taught me that each decision we make can have far-reaching effects on financial life and goals. As an advisor, being here for clients and their families during milestone moments from new beginnings to retirement is such a rewarding experience.
Background and experience
Through 2019 - 2021, I earned the Platinum Council award from Wells Fargo Advisors. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
Prior to beginning my career as a Financial Advisor, I earned a Bachelor of Science Degree in Finance. In 1999, I started with Morgan Stanley in Glastonbury, Connecticut, and then transferred with the firm to Destin, Florida. In 2005, I joined Wells Fargo Advisors, and am proud to be part of a company who focuses on putting clients first and allows me to personalize my services to help ensure that each of my clients is treated as a valued individual. It has truly been a pleasure assisting clients with their investment planning needs for over two decades.
Maintaining a strong sense of community and a solid professional foundation are very important to me. I have been involved as a Board Member for the Walton Area Chamber of Commerce, Ambassador for the Destin Area Chamber of Commerce, Panel Member for the American Heart Association Heart Ball, Co-founder and Program Chair for Emerald Coast Emerging Leaders, and Board Member for the Waterfront Rescue Mission - Fort Walton Beach Mission. One of my most humbling accomplishments was to be the recipient of the James D. Neilson, Sr. Chairman’s Award for Volunteer Service. *
*The 2005 James D. Neilson, Senior Chairman’s Award for Volunteer Service by Destin Area Chamber of Commerce was bestowed by the Destin Area Chamber of Commerce as a result of Philanthropic efforts, unrelated to the business of the firm.
As a Financial Advisor for over 25 years, I believe in lifelong client relationships by offering highly-personalized, goal-oriented wealth management services and advice that help my clients achieve financial independence. Experience has taught me that each decision we make can have far-reaching effects on financial life and goals. As an advisor, being here for clients and their families during milestone moments from new beginnings to retirement is such a rewarding experience.
Background and experience
Through 2019 - 2021, I earned the Platinum Council award from Wells Fargo Advisors. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
Prior to beginning my career as a Financial Advisor, I earned a Bachelor of Science Degree in Finance. In 1999, I started with Morgan Stanley in Glastonbury, Connecticut, and then transferred with the firm to Destin, Florida. In 2005, I joined Wells Fargo Advisors, and am proud to be part of a company who focuses on putting clients first and allows me to personalize my services to help ensure that each of my clients is treated as a valued individual. It has truly been a pleasure assisting clients with their investment planning needs for over two decades.
Maintaining a strong sense of community and a solid professional foundation are very important to me. I have been involved as a Board Member for the Walton Area Chamber of Commerce, Ambassador for the Destin Area Chamber of Commerce, Panel Member for the American Heart Association Heart Ball, Co-founder and Program Chair for Emerald Coast Emerging Leaders, and Board Member for the Waterfront Rescue Mission - Fort Walton Beach Mission. One of my most humbling accomplishments was to be the recipient of the James D. Neilson, Sr. Chairman’s Award for Volunteer Service. *
*The 2005 James D. Neilson, Senior Chairman’s Award for Volunteer Service by Destin Area Chamber of Commerce was bestowed by the Destin Area Chamber of Commerce as a result of Philanthropic efforts, unrelated to the business of the firm.
