Joseph M. Church, CFP®

Joe has more than 30 years of experience providing financial and wealth management guidance and solutions. Prior to joining Rockefeller in 2021 he spent over 15 years at Merrill Lynch Wealth Management. Joe helps his clients with investing and tax management, estate and wealth transfers, and develops tailored, strategic strategies to address the complex needs of individuals with substantial wealth. He is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by Certified Financial Planner Board of Standards, Inc. FINRA registrations include Series 7 and Series 66.