Meet Joseph
Joe is a Managing Partner at Mercer Advisors and a senior wealth advisor in the Regis Group. As Managing Partner for the mid-Atlantic markets he oversees six wealth management offices and serves as a member of both the senior leadership team and the Mercer Advisors investment committee.
Joe joined Mercer Advisors in 2015 and has more than 20 years of experience in the financial services industry. Prior to joining Mercer Advisors, he was a senior financial advisor at Merrill Lynch Wealth Management.
Joseph holds dual master’s degrees in finance and business management from Johns Hopkins University, a B.A. in business administration from the University of Lynchburg, and he is a CERTIFIED FINANCIAL PLANNER® Professional. Joseph lives in Alexandria, Virginia with his wife and three children.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm evaluates best practices, such as service models, investing models, compliance records as well as revenue trends, assets under management and industry experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Articles by Joseph
Making the Switch From Federal Employee to Corporate Worker Successfully
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Understanding the Federal Employee Buyout Proposal: What Workers Should Consider
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