| Joseph Lauricella is a Managing Director – Wealth Management,
Portfolio Manager, and Chartered Retirement Planning Counselor
with UBS Financial Services Inc. UBS is the world's largest wealth
manager and in 2016 was recognized by Euromoney as "Best Global
Wealth Manager" as well as "Best Research and Asset Allocation
Advice". Prior to joining UBS, Joe was a Branch Manager, Senior
Resident Director, Managing Director and Portfolio Manager for
Merrill Lynch for over 20 years.
His team provides exclusive access to institutional level banking and
investing services to a select group of affluent individuals, Wall Street
executives, businesses, foundations and nonprofit organizations. He
focuses on investment and estate issues in coordination with tax
specialists, attorneys, and trust specialists who are all dedicated to
delivering superior service and support to their clients.
Joe was nationally recognized when he was named to Barron's
Magazine America's Top 1,200 Financial Advisors in 2013, 2014,
2015, 2016 & 2017*.
Joe Lauricella's educational accomplishments include a Cornell
University Economics Degree and a Yale University research grant. He
also completed The University of Pennsylvania-Wharton School of
Business Financial Consultant Program.
Joe is a well-known philanthropist who is a patron of numerous
charities, nonprofit organizations, hospitals and universities. |